How does the advisor help clients – Key Takeaways:
BLAKE|COOPER FINANCIAL STRATEGIES is a financial advisory firm with a team of experienced professionals who help clients achieve their financial goals through personalized strategies and expert guidance. With a commitment to putting client’s interests first, BLAKE|COOPER FINANCIAL STRATEGIES provides financial expertise in a variety of areas including retirement planning, investment management, estate planning, tax planning, and more.
Facts and Insights
BLAKE|COOPER FINANCIAL STRATEGIES has been in business for over 15 years, helping individuals and families navigate the complexities of financial planning. With a team of 10 dedicated advisors, BLAKE|COOPER FINANCIAL STRATEGIES has over $500 million in assets under management.
As a financial advisor, BLAKE|COOPER FINANCIAL STRATEGIES aims to provide clients with valuable insights and knowledge to make informed financial decisions. Their team stays up-to-date on the latest market trends and economic developments to provide clients with expert advice and timely recommendations.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | Over 15 years |
Financial Services Offered
BLAKE|COOPER FINANCIAL STRATEGIES offers a wide range of financial services to cater to the diverse needs of their clients. Their services include:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Risk management and insurance
- Education planning
By offering a comprehensive suite of financial services, BLAKE|COOPER FINANCIAL STRATEGIES is able to provide clients with holistic strategies that address their unique financial goals and objectives.
Client Types
BLAKE|COOPER FINANCIAL STRATEGIES works with a diverse range of clients, including individuals, families, and small business owners. They understand that each client has different financial needs and goals, and they tailor their approach to meet the specific needs of each client.
Fees & Compensation
BLAKE|COOPER FINANCIAL STRATEGIES operates on a fee-based model, where fees are based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients, as they only benefit when their clients’ investments grow in value.
In addition, BLAKE|COOPER FINANCIAL STRATEGIES is committed to transparency in their fees and will always fully disclose any fees or compensation to their clients.
Background
BLAKE|COOPER FINANCIAL STRATEGIES was founded by John Blake and Sarah Cooper, two experienced financial advisors who shared a vision of providing personalized and independent financial advice to their clients. They built their team with like-minded professionals who share their values and dedication to client satisfaction.
Financial Advisor Disclosures to Know
As a registered investment advisor, BLAKE|COOPER FINANCIAL STRATEGIES is legally bound to act in the best interest of their clients. They have a fiduciary duty to always put their clients’ interests first and provide unbiased and objective advice.
In addition, BLAKE|COOPER FINANCIAL STRATEGIES holds all of their advisors to high ethical standards and requires them to disclose any potential conflicts of interest. These disclosures are available to clients upon request.