MC
MC

Matthew Cook

6 Years of Experience
East Lansing, MI
BrokerSells Insurance

Matthew Cook is a registered investment advisor at Fairway Investment Group, LLC, based in East Lansing, MI, with 6 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 672 clients with $69M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
27 advisors
Number of Clients
672 clients
Average Client Portfolio
$103K average
Assets Under Management
$69.0M

Fee Structure

Minimum Investment:$5K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Fees are negotiable, with a maximum of 1.0% for Strategic Wealth Management and Optimum Market Portfolio, 1.5% for Model Wealth Portfolio, and 0.85% for Guided Wealth Portfolio.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1216 Kendale Blvd., East Lansing, MI, 48823

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Matthew is a part-time pastor at First Reformed Church since 2014. He is also an insurance representative with MEA Financial Services since 2020, with the possibility to sell life, long-term care, and property & casualty insurance.

Employment History
Current Registrations
Fairway Investment Group, LLC
December 2021 - Present · 4 yrs 5 mos
Paradigm Equities, INC.Broker
February 2020 - Present · 6 yrs 3 mos
Paradigm Equities, INC.
February 2020 - Present · 6 yrs 3 mos
State Registrations2 states
FLMI
AdvisorBrokerBoth

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
No exam information available for this advisor.