Nico Koop
Nico Koop is a registered investment advisor at Cambridge Investment Research Advisors, INC., based in Clearwater, FL, with 13 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Clearwater, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Nico owns Koop Enterprises LLC, working full-time trading. He also owns Stay Strong United LLC, a sport/fitness/gaming business, dedicating about 10-20% of his time to it. Finally, Nico is an Investment Advisor Representative for Gateway Financial Advisors, LLC, spending nearly full-time on administrative and trading activities.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
Weild & CO.Broker
M&a Securities Group, INC.Broker
Raymond James & Associates, INC.Broker
Carillon Fund Distributors, INC.Broker
Pershing LLCBroker
Waddell & Reed, INC.
Waddell & Reed, 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.