Sara Cooper is a registered investment advisor at Cooper Capital, INC., based in Sandpoint, ID, with 20 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 36 clients with $21M 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 | 1.50% |
Fee may be negotiable.
Fee Estimator
Location
Sandpoint, ID
Get directionsHistory
Regulatory History (2)
Regulatory
November 2015Regulatory
August 2014Other Business Activities
Sara engages in freelance writing, dedicating a few hours per week to writing articles on various topics. She is also a managing member of Bowden Holdings LLC and Pivo Peaks Alehouse LLC, spending about a quarter of her time on each, handling licensing, paperwork, and financial duties for both.
Employment History
Current Registrations
Cooper Capital, INC.
Previous Registrations
The Northstar Group, 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.