Cooper Eagle is a registered investment advisor that provides customized wealth management services, including investment management and financial planning. Cooper Eagle acts as a legally required fiduciary for its clients, focusing on long-term investment strategies utilizing low-cost mutual funds, exchange-traded funds, individual stocks, bonds, and options. The firm works closely with individuals, high-net-worth individuals, trusts, estates, charitable organizations, and retirement plans to build personalized portfolios based on individual risk tolerance and goals. Cooper Eagle also offers retirement plan advisory services for businesses and optional tax preparation services through its principal.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees are negotiable at the sole discretion of the firm. Certain clients may be subject to a legacy fee schedule.