Richard Cook is a CFP-designated registered investment advisor at Level Wealth Management LLC, based in Greensboro, NC, with 10 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 94 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Level Wealth Management offers investment management as part of its comprehensive financial planning and investment management service. This service is compensated by a quarterly fixed fee, ranging from $3,600 to $36,000 annually. This fee will not exceed 2% of your portfolio. The fee is determined by the complexity of your financial situation. LWM also offers project-based investment management on a fixed fee basis, ranging from $200 to $15,000.
Location
701 Green Valley Rd, Suite 100, Greensboro, NC, 27408
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Level Wealth Management LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Vanguard Marketing CorporationBroker
State Registrations1 state
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