Courtney Stroope is a registered investment advisor at Creative Planning, based in Dallas, TX, with 21 years of industry experience. Courtney operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Corporate Executives, and 8 more. Their firm serves 100,298 clients with $300B 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 $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $25.0M | 0.70% |
| $25.0M - $50.0M | 0.40% |
| $50.0M - $100.0M | 0.30% |
| $100M+ | 0.25% |
Fees and billing methods are negotiable based on account size, householding, and complexity. Legacy clients from acquired firms may have different fee schedules.
Fee Estimator
Location
5949 Sherry Lane, Suite 900, Dallas, TX, 75225
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
December 2005Employment History
Current Registrations
Creative Planning
Previous Registrations
Lockton Investment Advisors, LLC
Lockton Investment Securities, LLCBroker
Lockton Financial Advisors, LLCBroker
Lockton Investment Advisors, LLC
Aig Financial Advisors, INC.
Aig Financial Advisors, INC.Broker
World Choice Securities, INC.Broker
AXA Advisors, LLCBroker
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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