Nancy Cooper
Nancy Cooper is a registered investment advisor at Topel & Distasi Wealth Management, LLC, based in Berkeley, CA, with 29 years of industry experience. Nancy 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 6 more. Their firm serves 211 clients with $300M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Topel & DiStasi Wealth Management offers asset management and comprehensive portfolio management services. The maximum annual fee charged for these services is 1.4% of the value of your investments. Fees are calculated quarterly in advance, based on the value of your account on the last day of the previous quarter. The fees are negotiable.
Location
2907 Claremont Avenue, Suite 111, Berkeley, CA, 94705
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
June 2004Other Business ActivitiesSells Insurance
Nancy works as an independent insurance agent, dedicating a few hours per week to this activity. This work is not investment related.
Employment History
Current Registrations
Topel & Distasi Wealth Management, LLC
Previous Registrations
Deyoe Wealth Management, INC.
LPL Financial LLCBroker
Thornburg Securities CorporationBroker
North Point Advisors, LLCBroker
Piper Jaffray & CO.Broker
Cibc World Markets CORP.Broker
Wells Fargo Van Kasper, LLCBroker
The Shemano Group, INC.Broker
Van Kasper & CompanyBroker
Smith Barney INC.Broker
Dean Witter Reynolds INC.Broker
Cruttenden Roth IncorporatedBroker
Piper Jaffray INC.Broker
Thornburg Securities CorporationBroker
State Registrations2 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.