Lauren Cooper is a registered investment advisor at Corecap Advisors, based in Centerberg, OH, with 11 years of industry experience. Lauren operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 9,157 clients with $3.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoreCap Advisors manages investments for a fee ranging from 0.5% to 3.00% of the value of your portfolio annually. The fee is calculated based on the value of your account and is typically billed in advance, either monthly or quarterly. For certain accounts with sub-advisors, fees are billed monthly in arrears. If you invest in Exchange Traded Funds or mutual funds, you will also pay the fees and expenses charged by those funds.
Location
36 W Main Street, Po Box 747, Centerberg, OH, 43011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Lauren is a partner at Cooper, Adel, Vu, and Associates, LPA, an elder law firm, since 2008. She currently works 120 hours a month at the law firm, but has flexibility to serve RIA clients.
Employment History
Current Registrations
Corecap Advisors
State Registrations1 state
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