Ozeme Cooley is a registered investment advisor at Tri-Quest Investment Advisors, based in Fresno, CA, with 21 years of industry experience. Ozeme operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 88 clients with $15M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Tri-Quest Investment Advisors charges an annual fee for managing your money, ranging from 0.5% to 2% of your account, depending on the size and complexity. This fee is negotiable and paid quarterly. If Tri-Quest helps you select other money managers, those managers may pay Tri-Quest a portion of the fees you generate, so you don't directly pay for this service.
Location
7946 N Maple Ave #113, Fresno, CA, 93720
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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.
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Ozeme is involved in real estate investment activities since 2001, dedicating a few hours per week to basic property management. Some of this time is during trading hours.
Employment History
Current Registrations
Tri-Quest Investment Advisors
Previous Registrations
Ameritas Investment CORP
Atlas Brokerage Company, L.P.
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.