Ryan Cooper is a registered investment advisor at Oak Street Advisors, based in Myrtle Beach, SC, with 3 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 159 clients with $130M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.5M | 0.75% |
| $3.5M - $6.0M | 0.50% |
| $6M+ | 0.25% |
The minimum annual fee for any of our investment advisory services is $5,000. As such, we may negotiate a fee arrangement that differs from our published rates.
Fee Estimator
Location
1335 44th Ave N. Suite 201, Myrtle Beach, SC, 29577
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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
Oak Street Advisors
State Registrations3 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.