Cooper Perry is a registered investment advisor at Embree Financial Group, based in Chicago, IL, with 9 years of industry experience. Cooper operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 936 clients with $2.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The maximum fee charged is 1.50% per year. Fees are negotiable based on the level of services provided and amount of assets involved.
Fee Estimator
Location
440 N Wells St, Suite 530, Chicago, IL, 60654
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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 ActivitiesSells Insurance
Cooper is an independent contractor for McAdam, LLC, providing wealth management services, dedicating about 60 hours a month. He also works as an independent contractor for McAdam Institutional Brokerage, selling fixed life insurance and fixed annuity products, dedicating a few hours per week.
Employment History
Current Registrations
Embree Financial Group
Previous Registrations
Mcadam LLC
Purshe Kaplan Sterling InvestmentsBroker
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.
Exams
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