LP
LP
Laurence Poplack
29 Years of Experience
Olympia, WA
1 Disclosure
Laurence Poplack is a registered investment advisor at Cooper Point Advisors LLC, based in Olympia, WA, with 29 years of industry experience. Laurence operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 33 clients with $27M in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
33 clients
Average Client Portfolio
$825K average
Assets Under Management
$27.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Olympia, WA
Get directionsHistory
Regulatory History (1)
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Criminal
May 1962Final Disposition
Employment History
Current Registrations
Cooper Point Advisors LLC
November 2004 - Present · 21 yrs 6 mos
Previous Registrations
Associated Securities CORP.
May 2003 - April 2005 · 1 yr 11 mos
Associated Planners Investment Advisory INC
April 2003 - April 2005 · 2 yrs
Associated Securities CORP.Broker
April 2003 - April 2005 · 2 yrs
RBC Dain Rauscher INC.
April 2002 - April 2003 · 1 yr
RBC Dain Rauscher INC.Broker
March 2002 - April 2003 · 1 yr 1 mo
Sutro & CO. IncorporatedBroker
June 2000 - March 2002 · 1 yr 9 mos
A. G. Edwards & Sons, INC.Broker
October 1999 - June 2000 · 8 mos
Canterbury Capital Services, INC.Broker
April 1996 - November 1999 · 3 yrs 7 mos
State Registrations1 state
WA
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.