Adam Cook is a registered investment advisor at Mhl Tamp, based in Midvale, UT, with 9 years of industry experience. Adam is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $25K | 0.68% |
| $25K - $50K | 0.68% |
| $50K - $100K | 0.58% |
| $100K - $250K | 0.48% |
| $250K - $1.0M | 0.38% |
| $1.0M - $5.0M | 0.28% |
| $5M+ | 0.18% |
Strategy fees are non-negotiable and billed monthly in arrears based on monthly ending asset values. Accounts also incur a $15 per month administrative fee.
Fee Estimator
Location
6900 South 900 East, Suite 200, Midvale, UT, 84047
Get directionsHistory
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 ActivitiesSells Insurance
Adam is an independent contractor for Miller Insurance Advisors, introducing clients for health insurance needs, dedicating minimal time. He also books and performs music through The Nogusman, LLC, and receives referral fees from TomiPlan, a financial planning company, dedicating a few hours per week to each.
Employment History
Current Registrations
Mhl InvestmentsBroker
Mhl Investments
Everspire
Previous Registrations
Colwyn Investments Lc
Global View Capital Management, LTD
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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