Christopher Copploe is a CFP-designated registered investment advisor at G. Earl Mowrey & CO., L.L.C, based in Youngstown, OH, with 13 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 123 clients with $41M 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 |
|---|---|
| Up to $20K | Included |
| $20K+ | 1.00% |
Accounts under $20,000 are subject to a minimum fee of no more than $200. Accounts over $20,000 are charged up to 1% of assets under management per year. Fees are negotiable.
Fee Estimator
Location
4964 Belmont Avenue, Suite A, Youngstown, OH, 44505
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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 →Employment History
Current Registrations
G. Earl Mowrey & CO., L.L.C
State Registrations3 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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