Jeffrey Cooper
Jeffrey Cooper is a registered investment advisor at Lifestyle Freedom Advisory Group, LLC, based in Arden, NC, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 189 clients with $160M 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 | 1.90% |
Annual fees range from 0% to 1.90% and are negotiable based on the relationship size, asset types, and other factors.
Fee Estimator
Location
Sentry Wealth, PO Box 369, Arden, NC, 28704
Get directionsHistory
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 ActivitiesSells Insurance
Jeffrey is an attorney and owner of Cooper Law Firm, P.C. dba Sentry Law, Wealth and Tax, and is also a CPA, dedicating most of his time to these activities. He is also an insurance agent with Lifestyle Freedom Safe Harbor, LLC, spending minimal time in this role.
Employment History
Current Registrations
Lifestyle Freedom Advisory Group, LLC
Matson Money, INC.
Previous Registrations
Sentry Wealth, INC.
State Registrations1 state
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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