Robert Cope is a CFP-designated registered investment advisor at Cope Private Wealth, based in Birmingham, AL, with 8 years of industry experience. Robert 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. Their firm serves 170 clients with $88M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.10% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.75% |
Fees negotiable for accounts over $10,000,000.
Fee Estimator
Location
2000 Southbridge Parkway, Suite 625, Birmingham, AL, 35209
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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 →Employment History
Current Registrations
Cope Private Wealth
Previous Registrations
Rfg Advisory, LLC
Private Client Services, LLCBroker
Willis Johnson & Associates, INC.
Fsc Securities CorporationBroker
State Registrations1 state
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