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CFP

Charles Cooper

Strongbox Wealth, LLC
33 Years of Experience
Lee'S Summit, MO
1 DisclosureSells Insurance
View SEC Summary
View SEC Summary

Charles Cooper is a CFP-designated registered investment advisor at Strongbox Wealth, LLC, based in Lee'S Summit, MO, with 33 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 7 more. Their firm serves 499 clients with $560M in assets under management.

Strongbox Wealth, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
499 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$562.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Maximum annual fee is 1.25% for investment management only and 1.50% for comprehensive wealth management including planning. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

3470 NE Ralph Powell Road, Suite A, Lee'S Summit, MO, 64064

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History

Regulatory History (1)
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Customer Dispute
June 2000
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Charles is a managing partner at Strongbox Wealth, an RIA, and an advisory committee member for Greater Kansas City Community Foundation. He also serves as a director for KC Velocity, an insurance agent for PKSF, a partner in Fourth National Associates investment club, and owner of StrongBox Partners, LLC.

Employment History
Current Registrations
Strongbox Wealth, LLC
September 2019 - Present · 7 yrs 1 mo
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
August 2019 - July 2022 · 2 yrs 11 mos
Wells Fargo Clearing Services, LLC
February 2010 - August 2019 · 9 yrs 6 mos
Wells Fargo Clearing Services, LLCBroker
January 2008 - August 2019 · 11 yrs 7 mos
A. G. Edwards & Sons, INC.Broker
August 1997 - January 2008 · 10 yrs 5 mos
Edward D. Jones & CO., L.P.Broker
August 1993 - August 1997 · 4 yrs
State Registrations2 states
MOTX
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.
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