Troy Cook is a registered investment advisor at Valuewealth Services, LLC, based in Annapolis, MD, with 12 years of industry experience. Troy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 242 clients with $240M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
ValueWealth Services offers investment management services where fees are negotiable, with a maximum annual fee of 1.95%. The final fee schedule is outlined in the investment advisory contract. Fees are paid monthly or quarterly in advance, and are directly withdrawn from client accounts with written authorization.
Location
2444 Solomons Island Rd Suite 212, Annapolis, MD, 21401
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
Troy is affiliated with ValueWealth Services LLC and is an agent for Modern Life Brokerage, selling fixed insurance products. He also works as a sole proprietor providing snow removal services.
Employment History
Current Registrations
Valuewealth Services, LLC
Dmk Advisor Group, INC.Broker
Previous Registrations
Dmk Advisor Group, INC.
The Institute
Institute for Wealth Advisors, INC.
Armstrong Dixon
LPL Financial LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
State Registrations5 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.