FC
FC

Frank Everett Cooper

26 Years of Experience
1 Disclosure
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$526K average
Assets Under Management
$130.4M

Fee Structure

AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.00%
$250K - $500K1.63%
$500K - $1.0M1.50%
$1.0M - $2.0M1.25%
$2.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiated on a client-by-client basis.

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

Montreat, NC

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History

Regulatory History (1)
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Customer Dispute
September 2006
Settled
Employment History
Current Registrations
Grand Central Investment Group, LLC
January 2015 - Present · 11 yrs 1 mo
Previous Registrations
Pccb, LLC
September 2014 - December 2014 · 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2006 - February 2015 · 9 yrs
Wachovia Securities, LLC
October 1999 - February 2006 · 6 yrs 4 mos
State Registrations2 states
FLNC
Advisor
Exams
No exam information available for this advisor.