Loren Cook is a registered investment advisor at Geneva Partners, LLC, based in Lake Geneva, WI, with 24 years of industry experience. Loren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 571 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
820 Geneva Parkway North, Suite 106, Lake Geneva, WI, 53147
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Loren is a tax preparer for Calvert Tax & Bookkeeping Services, a CPA firm offering accounting, payroll, audits, and tax preparation services. This activity takes about 10-20% of Loren's time.
Employment History
Current Registrations
Geneva Partners, LLC
Previous Registrations
Geneva Partners, LLC
Sterne Agee Investment Advisor Services, INC.
Sterne Agee Financial Services, INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Ffp Securities, INC.Broker
State Registrations1 state
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