Cooper Capital Group offers asset management and financial planning services to individuals. Services include creating tailored investment portfolios, financial planning, and consulting. Cooper Capital may use third-party investment advisors to implement investment portfolios. The firm also provides retirement plan consulting to employer plan sponsors.
Assets Under Management$280M
Clients208
Advisors4
Avg. per Client$1.4M
Avg. per Advisor$71M
www.youtube.com/channel/uczpuq-b8cwg5otrtduj1wja ·coopercapgroup.com ·www.linkedin.com/company/cooper-capital-advisors
Fee Structure
Investment management only (planning not offered)
Cooper Capital Group offers two investment management services:
- Asset Management: The maximum annual fee is 1.50% of the value of your account, billed monthly in advance.
- Comprehensive Portfolio Management: The maximum annual fee is 2.00% of the value of your account, billed monthly in advance.
Fees are negotiable and deducted from your account. Cooper Capital Group may use third-party investment advisors, compensating them from the overall fee.
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