Cooper Smith
Cooper Smith is a registered investment advisor at Ameriprise Financial Services, LLC, based in Memphis, TN, with 9 years of industry experience. Cooper is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 1,386,329 clients with $660B 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 | 2.00% |
The maximum total annual advisory fee is 2.0% of managed account assets. Fees are negotiable with your financial advisor and vary based on the specific program and services selected.
Fee Estimator
Location
6750 Poplar Ave, Ste 206, Memphis, TN, 38138
Get directionsHistory
Regulatory History (1)
Criminal
November 2015Other Business ActivitiesSells Insurance
Cooper is an insurance agent selling individual life, health, group life, and group health insurance products since 2019. He dedicates minimal time to this activity.
Employment History
Current Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Securian Financial Services, INC.
Securian Financial Services, INC.Broker
State Registrations22 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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