Trammell Cooper is a CFP-designated registered investment advisor at LPL Financial LLC, based in Austin, TX, with 18 years of industry experience. Trammell is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning. Their firm serves 1,986,990 clients with $820B 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 | 2.50% |
The maximum account fee is 2.50% and is negotiable between the client and the advisor. Fees are based on total assets in the account and payable quarterly in advance.
Fee Estimator
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 LLC
LPL Financial LLCBroker
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.
Exams
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