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William Cooper

25 Years of Experience
Champaign, IL

William Cooper is a registered investment advisor at W.K. Cooper II Asset Management Corporation, based in Champaign, IL, with 25 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 230 clients with $81M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
230 clients
Average Client Portfolio
$352K average
Assets Under Management
$81.0M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $250K1.50%
$250K - $500K1.25%
$500K - $750K1.13%
$750K - $1.0M1.00%
$1M+1.00%

Fees are discussed and negotiated with clients.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

3011 Village Office Place Ste. B, Champaign, IL, 61822

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
W.K. Cooper II Asset Management Corporation
November 2000 - Present · 25 yrs 6 mos
State Registrations3 states
CAILVA
Advisor

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.

Exams
No exam information available for this advisor.
William Cooper - Financial Advisor | TrueAdvisor