Ryan Cooper is a PFS-designated registered investment advisor at Verticus Advisors INC., based in Sandy, UT, with 5 years of industry experience. Ryan 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 6 clients with $690K 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 $500K | 1.35% |
| $500K - $5.0M | 0.95% |
| $5M+ | 0.65% |
Fees are negotiable based upon the type of client, the complexity of the client's situation, and the relationship of the client with the investment advisor representative.
Fee Estimator
Location
Sandy, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Verticus Advisors INC.
Previous Registrations
Archer Investment Corporation
State Registrations1 state
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