Trammell Cooper is a CFP-designated registered investment advisor at LPL Financial LLC, based in Austin, TX, with 17 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
6504 Bridge Point Pkwy Ste 460, Austin, TX, 78730
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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 Activities
Trammell operates Genesis Wealth Management as a DBA for his LPL business since 2020. He also has a home-based business entity, Trammell Cooper Wealth Management, for tax/investment purposes, and owns rental real estate since 2024, but these activities require minimal time.
Employment History
Current Registrations
LPL Financial LLCBroker
LPL Financial LLC
Previous Registrations
USAA Investment Services Company
USAA Financial Planning Services
USAA Investment Management Company
USAA Financial Advisors, INC.Broker
State Registrations17 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.