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Talbert Cooper

18 Years of Experience
Athens, GA

Talbert Cooper is a registered investment advisor at Black Lake Capital CORP., based in Athens, GA, with 18 years of industry experience. Talbert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 25 clients with $17M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
25 clients
Average Client Portfolio
$688K average
Assets Under Management
$17.2M

Fee Structure

Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $2.0M1.00%
$2M+1.00%

Fees for amounts over $2,000,000 are determined at engagement. Adjustments may be made for reasons such as account size or composition.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Athens, GA

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Talbert provides private land management services for a private holding. This activity accounts for about 10% of his time.

Employment History
Current Registrations
Black Lake Capital CORP.
July 2008 - Present · 17 yrs 10 mos
Previous Registrations
Lydian Wealth Management Company, LLC
December 2005 - May 2006 · 5 mos
State Registrations1 state
GA
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.
Talbert Cooper - Financial Advisor | TrueAdvisor