Cooper Point Advisors LLC, founded in 2004, offers investment advice and portfolio management to individuals, high net worth individuals, and corporate pensions. Laurence D. Poplack, President/CEO, reviews client portfolios regularly, focusing on asset allocation and balance. The firm manages accounts on a non-discretionary basis, contacting clients for portfolio changes. Cooper Point Advisors is independent and has no affiliations with broker-dealers or banks.
Assets Under Management$27M
Clients33
Advisors1
Avg. per Client$830K
Avg. per Advisor$27M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.75% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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