CFP

Charles Cooper

32 Years of Experience

Lee'S Summit, MO

1 DisclosureSells Insurance

Charles Cooper is a CFP-designated registered investment advisor at Strongbox Wealth, LLC, based in Lee'S Summit, MO, with 32 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 458 clients with $460M in assets under management.

Strongbox Wealth, LLC

Compensation

Fee-Only (% of Portfolio)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

458 clients

Average Client Portfolio

$997K average

Assets Under Management

$456.5M

Fee Structure

Planning is included in investment management (also available separately)

StrongBox Wealth offers investment management and comprehensive wealth management services. The maximum annual fee for investment management is 1.25% of your portfolio. For comprehensive wealth management, which includes both investment management and financial planning, the maximum annual fee is 1.50% of your portfolio. Fees are negotiable and are typically billed quarterly in advance, with adjustments for large deposits or withdrawals. In some cases, fees are billed quarterly in arrears. A technology platform fee of 0.02% per account is also charged.

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Location

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

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History

Regulatory History (1)

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

June 2000

Denied

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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 · 6 yrs 8 mos

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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