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Matthew Cooper

10 Years of Experience
Fayetteville, AR

Matthew Cooper is a registered investment advisor at World Investment Advisors, LLC, based in Fayetteville, AR, with 10 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 17,488 clients with $56B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
362 advisors
Number of Clients
17,488 clients
Average Client Portfolio
$3.2M average
Assets Under Management
$56.3B

Fee Structure

WIA Wealth charges a percentage of your portfolio each year. The exact percentage will be outlined in your agreement and will never exceed 3.00%. Fees may be negotiable. WIA IARs may also use a custodian other than Schwab or Fidelity, which will be made clear to the client prior to any accounts being opened.

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Location

1204 East Joyce Boulevard, Suite 102, Fayetteville, AR, 72703

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Matthew is the founder of a folk band (Little Chief) that is no longer active but generates online revenue. He is also the President of Redwood Financial, LLC, an investment advisory firm, dedicating about a quarter of his time to investment advisory, wealth management, and financial planning. Additionally, Matthew owns Humblebee House, LLC, a children's book publishing company, spending a few hours per week on development, marketing, and sales.

Employment History
Current Registrations
World Investment Advisors, LLC
September 2015 - Present · 10 yrs 8 mos
State Registrations2 states
ARTX
Advisor

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
No exam information available for this advisor.
Matthew Cooper - Financial Advisor | TrueAdvisor