Nate Miles is a registered investment advisor at Cooper Capital Group, based in Encinitas, CA, with 2 years of industry experience. Nate 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 208 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cooper Capital Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of the value of your account, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the value of your account, billed monthly in advance.
Fees are negotiable and deducted from your account. Cooper Capital Group may use third-party investment advisors, compensating them from the overall fee.
Location
280 N Coast Highway 101, Encinitas, CA, 92024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Cooper Capital Group
State Registrations1 state
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