Tactical Management; Tailored to Your Needs

We expect you to take your time and check us out; choosing who or what will manage your money is certainly a big decision.  When you are ready, we will be here.

Informational links that may help you in the process are available at the bottom of this webpage regarding SIPC.

Attached is a copy of our Wrap Fee Brochure and Daniel Cook's Advisory Brochure

This provides information about our qualifications and business practices.  Should you entrust Daniel T. Cook & Partners to manage your investment or retirement account, know that we take our fiduciary responsibility very seriously. 

When working with us… the investment process is as transparent as you want it to be.

If you choose to join us via our “Wrap Managed Money Account” we are compensated based on a percentage of assets under management. 

Basic Fee Schedule

 Investment Account Size:                             Annual Compensation:

       Less than $10,000                                                $400              

      Less than $25,000                                                $750             

      $25,001 to $100,000                                                3%               

        $100,001 to $250,000                                             2 ½ %                

      Greater than $250,001                                               2 %                

Investment Management Agreement