L. Cooper Investments provides investment advice, managing client portfolios based on their individual needs and goals. This includes discussing their assets, liabilities, income, and expenses to create a long-term investment plan. The firm invests in various securities they believe are suitable for each client.
Assets Under Management$85M
Clients6
Advisors1
Avg. per Client$14M
Avg. per Advisor$85M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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