Cooper Financial Services provides comprehensive investment management, financial planning, and consulting services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. The firm creates personalized investment policies based on each client's specific goals, time horizon, and risk tolerance, offering ongoing portfolio monitoring and strategy implementation. In addition to direct portfolio management, Cooper Financial Services can refer clients to third-party money managers. The firm utilizes fundamental, technical, and charting analysis, and employs various investment strategies including long-term and short-term trading, margin transactions, short sales, and options writing. Cooper Financial Services is owned by Michael James Butler and has been in business since 1985.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees range from 0.75% to 1.50% based on asset value and complexity. Fees are negotiable.