David Cook is a registered investment advisor at Rehmann Wealth, based in Grand Rapids, MI, with 5 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 1 more. Their firm serves 2,803 clients with $4.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Rehmann Wealth provides investment management services for an annual fee based on a percentage of the assets managed. The fee is assessed quarterly in advance, based on the market value of the assets on the last day of the previous quarter. The annual fee varies between 0.00% and 2.50%, depending on the value of assets, the advisor, the type of services, and the client's relationship with the advisor. Some advisors may impose minimum account sizes or quarterly fees. Cash held in a client's account will be considered part of the assets under management for the purpose of calculating the advisory fee, unless explicitly stated in writing.
Location
2330 East Paris Ave Se, Grand Rapids, MI, 49546
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business ActivitiesSells Insurance
David works as a financial advisor at Rehmann Capital Advisory Group and a registered representative at Rehmann Financial Network, LLC, dedicating full-time hours to each. He also works as an insurance producer at Rehmann Insurance Group, LLC, spending a few hours per week.
Employment History
Current Registrations
Rehmann Wealth
Rehmann Financial Network, LLCBroker
State Registrations1 state
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