MC
MC

Michael Brandon Cooper

16 Years of Experience
Sells Insurance
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)
Firm Size
22 advisors
Number of Clients
1,751 clients
Average Client Portfolio
$202K average
Assets Under Management
$353.7M

Fee Structure

Minimum Investment:$50K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.5M1.00%
$1.5M - $2.5M0.80%
$2.5M+0.60%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

290 S Preston Road, Suite 220, Prosper, TX, 75078

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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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Other Business ActivitiesSells Insurance

Michael is a regional sales director at Alliance America Corporation, a life and health insurance agency, located in Sarasota, Florida. This is a full-time position where he offers insurance products and manages other insurance agents.

Employment History
Current Registrations
United Advisors America
January 2009 - Present · 17 yrs 1 mo
State Registrations4 states
INLATXWA
Advisor
Exams
No exam information available for this advisor.
Michael Brandon Cooper - Financial Advisor | TrueAdvisor