Parker Johnson is a registered investment advisor at Cooper Capital Group, based in Encinitas, CA, with 9 years of industry experience. Parker 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, High Net Worth, and 4 more. Their firm serves 208 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper Capital Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of the value of your account, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the value of your account, billed monthly in advance.
Fees are negotiable and deducted from your account. Cooper Capital Group may use third-party investment advisors, compensating them from the overall fee.
Location
280 N Coast Highway 101, Encinitas, CA, 92024
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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 →Other Business Activities
Parker is the COO of Cooper Capital Advisors dba Cooper Capital Group, a registered investment advisor. Parker dedicates full-time hours to operations, trading, account opening, and bookkeeping.
Employment History
Current Registrations
Cooper Capital Group
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
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.