Cooper Capital provides investment advice, customizing portfolios based on client goals. They primarily invest in mortgage-backed securities, corporate, government, and municipal debt. The firm aims to reduce risk and increase return through allocation strategies, occasionally recommending changes to investment allocations. They may also recommend stocks to increase sector concentration or dividend potential.
Assets Under Management$21M
Clients36
Advisors1
Avg. per Client$570K
Avg. per Advisor$21M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...