Erik Cooper is a registered investment advisor at Arcvest, LLC, based in Boston, MA, with 13 years of industry experience. Erik 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 33 clients with $56M 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 $4.0M | 0.40% |
| $4.0M - $20.0M | 0.25% |
| $20M+ | 0.10% |
Fees are negotiable depending upon the needs of the client and complexity of the situation.
Fee Estimator
Location
Boston, MA
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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 Activities
Erik is an author and host of The Plain Wealth Blog/Book/Podcast, which provides financial education. He spends minimal time on this activity, and none of it occurs during securities trading hours.
Employment History
Current Registrations
Arcvest, LLC
State Registrations3 states
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