Clinton Cooper
Clinton Cooper is a registered investment advisor at Cooper Capital Group, based in Encinitas, CA, with 29 years of industry experience. Clinton 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, High Net Worth, and 4 more. Their firm serves 208 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper Capital Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of the value of your account, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the value of your account, billed monthly in advance.
Fees are negotiable and deducted from your account. Cooper Capital Group may use third-party investment advisors, compensating them from the overall fee.
Location
280 N Coast Highway 101, Encinitas, CA, 92024
Get directionsHistory
Regulatory History (3)
Customer Dispute
October 2015Customer Dispute
April 2004Customer Dispute
June 2002Other Business ActivitiesSells Insurance
Clinton is the owner, CEO, and CCO of Cooper Capital Advisors, where he addresses clients' life insurance needs, dedicating about 10-20% of his time. He also serves as the owner and CEO of Cooper Capital Group, managing client investment accounts full-time.
Employment History
Current Registrations
Cooper Capital Group
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Northwestern Mutual Wealth Management Company
Northwestern Mutual Investment Services, LLCBroker
Morgan Stanley Dw INC.Broker
Coordinated Capital Securities, INC.Broker
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.