David Cooley
David Cooley is a ChFC-designated registered investment advisor at State Farm Investment Management CORP., based in Pompano Beach, FL, with 28 years of industry experience. David is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3,575 clients with $13B 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 $100K | 1.25% |
| $100K - $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1M+ | 0.50% |
Customized fees may be negotiated for total account values of $10,000,000 or more. Certain fee reductions apply for employees and accounts funded from specific previously established brokerage accounts.
Fee Estimator
Location
1531 South Cypress Road, Pompano Beach, FL, 33060-9134
Get directionsHistory
Regulatory History (1)
Regulatory
July 2007Other Business ActivitiesSells Insurance
David is the vice chair of the board for Henderson Behavioral Health and chairman for Henderson Behavior Health. He also owns David Cooley's Insurance Agency as an agent for State Farm, taking about half of his time, and is a board member for Shepherds Montain POA and the City of Fort Lauderdale.
Employment History
Current Registrations
State Farm Investment Management CORP.
State Farm Vp Management CORP.Broker
State Registrations1 state
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
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