Areas of Practice
Investment ManagementRetirement PlanningEducation PlanningEstate Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
10 advisors
Number of Clients
443 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$818.9M

Fee Structure

Minimum Annual Fee:$2,500
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Location

2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Benjamin is a member of multiple LLCs (Cooper Development Strategies, Cooper Holdings, Funchal Holdings, V-III Partners, and Vista Partners AK) involved in real estate investments and management. He also holds an inactive Real Estate Salesperson License in Arizona, dedicating minimal time to these activities.

Employment History
Current Registrations
Watts Gwilliam & Company, LLC
January 2024 - Present · 2 yrs 1 mo
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Benjamin Cooper - Financial Advisor | TrueAdvisor