Advisor at Argo Wealth Management
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Firm
Argo Wealth Management
Location
Westlake, OH
Credentials
Series 63
Industry experience
39 years
Jeffrey Tock is a financial advisor at Argo Wealth Management with 39 years of industry experience. He holds a Series 63 designation and has worked at Cantella and Co., Inc. since 2009 alongside his current role at Argo Wealth Management. In addition to his advisory work, he is involved in insurance sales of fixed annuities, long-term care, term life, and non-securities insurance. Argo Wealth Management provides discretionary investment management to individual investors, high-net-worth clients, business entities, and institutional clients. The firm customizes portfolios based on client objectives and risk tolerance, using fundamental analysis across various asset classes, and manages accounts on a discretionary basis with ongoing monitoring and quarterly reviews.
0.5% to 2.0% (negotiable based on factors including account size, portfolio composition, aggressiveness, and prior relationship)
Firm does not receive brokerage commissions from securities sales; however, Managing Member receives commissions from sales of insurance products such as variable annuities.
Account minimum: $100,000 Fee-only: Investment management fees based on percentage of assets under management, negotiable from 0.5% to 2.0% annually, charged monthly in arrears.
Westlake, OH
Ohio · Texas
Argo Wealth Management
2021 - Present (5 years)
Cantella and Co., Inc.
2009 - Present (17 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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