Clay Cooper
Clay Cooper is a ChFC-designated registered investment advisor at Main Street Advisors LLC, based in Pineville, LA, with 14 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 54 clients with $48M 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 | 1.45% |
| $1.0M - $2.0M | 1.10% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.70% |
The applicable rate may be adjusted up or down based on the complexity of the client’s situation.
Fee Estimator
Location
614 Main Street, Pineville, LA, 71360
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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
Clay is an independent insurance agent since 1993. He also has ownership stakes in several LLCs related to real estate, timber, and handyman services, dedicating minimal time to each. Clay spends nearly full-time as an IAR/owner of an RIA.
Employment History
Current Registrations
Main Street Advisors LLC
Cooper, Clay Stephen
Previous Registrations
Next Financial Group, INC.
State Registrations1 state
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