Cooper Financial Investments refers clients to third-party investment managers, acting as a liaison between the client and the manager. Cooper Financial Investments also offers financial planning and consulting services, covering topics like estate planning, investments, taxes, and retirement income. Seminars and workshops are also provided to educate the public.
Assets Under ManagementN/A
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Cooper Financial Investments refers clients to third-party investment managers. The fees for these managers vary depending on the portfolio type:
- Strategic Portfolios: 2.00% annually (1.00% to the manager, 1.00% to Cooper Financial Investments)
- Tactical Portfolios: 1.80% annually (0.80% to the manager, 1.00% to Cooper Financial Investments) plus internal ETF fees of 0.20%
- Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% to the manager, 1.00% to Cooper Financial Investments)
- Preservation Portfolios: 1.00% annually (0.40% to the manager, 0.60% to Cooper Financial Investments)
- Private Wealth Portfolios: 1.50% annually (0.50% to the manager, 1.00% to Cooper Financial Investments)
- Client Directed Accounts: $300 annually to the manager, $0 to Cooper Financial Investments
These fees are negotiable and assessed quarterly. There is also a $15 quarterly technology fee per account or investment strategy.
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