Eric Cooper
Eric Cooper is a registered investment advisor at Sooner Private Financial LLC, based in Salem, NH, with 10 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Education Planning, Estate Planning, and 6 more. Their firm serves 57 clients with $9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.95% |
| $750K - $2.0M | 1.70% |
| $2.0M - $4.0M | 1.45% |
| $4M+ | 1.45% |
Fees for portfolios over $4,000,000 are negotiable. Fees are billed monthly in arrears based on the average daily balance.
Fee Estimator
Location
90 Stiles Road Suite 201, Salem, NH, 03079
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
Eric sells life, health, property & casualty (P&C), long-term care (LTC), and disability insurance, dedicating a few hours per week. He also owns Sooner Business Advisors & Co., a business coaching and strategic planning firm, spending about 10-20% of his time providing coaching services.
Employment History
Current Registrations
Sooner Private Financial LLC
Previous Registrations
Belpointe Asset Management LLC
MML Investors Services, LLC
MML Investors Services, LLCBroker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
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.
Exams
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