Christopher Cooley
Christopher Cooley is a CFP-designated registered investment advisor at M Holdings Securities, INC., based in Franklin, TN, with 33 years of industry experience. Christopher is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 4,513 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.30% |
| $1.0M - $3.0M | 1.25% |
| $3.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10M+ | 1.05% |
Schedule reflects maximum M Wealth customized sub-advisory fees. Other advisory programs negotiate fees up to a maximum of 3%.
Fee Estimator
Location
Franklin, TN
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher owns NPF Investments Inc., a dry cleaning franchise, dedicating a few hours per week. He also owns Prosperity Life Advisory Services, where he focuses on life insurance sales and consulting, spending about 10-20% of his time.
Employment History
Current Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Kingswood Wealth Advisors, LLC
Previous Registrations
The Leaders Group, INC.Broker
Eudaimonia Partners, LLC
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Washington Square Securities, INC.Broker
Washington Square Securities, INC.
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
State Registrations5 states
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
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