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Terrance Leo Cook

32 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
13 advisors
Number of Clients
175 clients
Average Client Portfolio
$14.4M average
Assets Under Management
$2.5B

Fee Structure

Minimum Investment:$10M
Financial Planning:Included in AUM fee
Hourly Rate:Up to $500/hr

Parcion charges an annual investment management fee ranging from 0.60% to 1.50% of assets under management, depending on portfolio size and services. Fees are negotiable. Some clients pay less than the stated schedule based on scope of services or length of time with the firm. Clients will also incur fees from third parties like custodians and broker-dealers. For clients with limited assets or complex projects, Parcion may charge a fixed or hourly fee, with a maximum hourly rate of $500. Wealth management services are typically provided for no additional fee beyond the investment management fee.

Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningCharitable GivingFinancial Planning & CoachingInsurance PlanningBusiness OwnersHigh Net Worth
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Advisor Information

Office location

11980 NE 24th St, Suite 210, Bellevue, WA, 98005

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Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2003
Settled
Customer Dispute
August 2001
Closed-No Action
Customer Dispute
March 2001
Denied
Employment History
Current Registrations
Parcion Private Wealth LLC
October 2019 - Present · 6 yrs 3 mos
Previous Registrations
UBS Financial Services INC. Broker
July 2002 - November 2019 · 17 yrs 4 mos
UBS Financial Services INC.
July 2002 - November 2019 · 17 yrs 4 mos
Merrill Lynch Pierce Fenner & Smith INC.
August 1993 - July 2002 · 8 yrs 11 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
July 1993 - July 2002 · 9 yrs
State Registrations2 states
TXWA
Advisor
Exams
No exam information available for this advisor.
Terrance Leo Cook - Financial Advisor | AdvisorDiscover