W.K. Cooper II Asset Management offers portfolio management, investment advisory, and wealth creation services. Portfolio management includes selecting and reviewing investments. Investment advisory involves counseling clients on current holdings and creating portfolios to meet their goals. Wealth management focuses on managing risk. All clients receive individualized advice, and portfolios are managed on a discretionary basis.
Assets Under Management$81M
Clients230
Advisors1
Avg. per Client$350K
Avg. per Advisor$81M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $750K | 1.13% |
| $750K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are discussed and negotiated with clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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