Philip Cooper is a registered investment advisor at 210 Financial, based in Morton, IL, with 23 years of industry experience. Philip operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 738 clients with $150M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual advisory fee is 2.00%, but may be modified lower.
Fee Estimator
Location
110 B. Yordy Road, Morton, IL, 61550
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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 ActivitiesSells Insurance
Philip owns 210 Financial, where he spends full-time hours and is involved in insurance sales. He also owns CKH Holdings, a real estate venture, dedicating minimal time to purchasing real estate.
Employment History
Current Registrations
210 Financial
Previous Registrations
Ae Wealth Management, LLC
Creative Financial Designs, INC.
Cfd Investments, INC.Broker
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.