Chace Cooper
Chace Cooper is a registered investment advisor at Match Grade Advisors, based in Mount Pleasant, SC, with 1 years of industry experience. Chace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 372 clients with $480M 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 $25K | 1.90% |
| $25K - $100K | 1.90% |
| $100K - $500K | 1.55% |
| $500K - $1.0M | 1.30% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are generally determined separately for each account and do not exceed 1.90% annually. Different asset types have separate schedules starting at 0.25% or 0.15%. Special arrangement fees may apply. Fees, including flat dollar rates and combination methods, are negotiable at account opening.
Fee Estimator
Location
Mount Pleasant, SC
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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
Chace is the Director of Business Development for Double E Insurance, where he sells fixed and indexed life insurance products, dedicating full-time hours to the business. He also serves as the Director of Business Development for Double E Financial, spending full-time hours on this investment-related role.
Employment History
Current Registrations
Match Grade Advisors
Previous Registrations
Fortune Financial Services, INC.Broker
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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