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How does the advisor help clients – Key Takeaways:
COOPER CAPITAL, INC. is a financial services firm that provides expertise and guidance to clients looking to improve their financial situation. With a team of experienced advisors and a wide range of services offered, COOPER CAPITAL, INC. is dedicated to helping clients achieve their financial goals.
- Expertise: The advisors at COOPER CAPITAL, INC. are highly knowledgeable and skilled in the financial industry. Clients can trust their expertise and receive reliable and effective advice.
- Wide range of services: COOPER CAPITAL, INC. offers a variety of services to cater to clients’ distinct financial needs. From investment management and retirement planning to tax planning and estate planning, the firm covers all aspects of financial planning.
- Client-oriented approach: COOPER CAPITAL, INC. is committed to putting clients’ needs and goals first. The team works closely with clients to understand their specific financial situation and tailor their services accordingly.
Facts and Insights
Here are some important facts and insights about COOPER CAPITAL, INC.:
- Founded in 2005, COOPER CAPITAL, INC. has over 15 years of experience in the financial industry.
- The firm has over $500 million in assets under management.
- COOPER CAPITAL, INC. has a team of 25 advisors, ensuring personalized attention and support for each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 25 | 15+ years |
Financial Services Offered
COOPER CAPITAL, INC. offers a comprehensive range of financial services, including:
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
- Insurance Planning
- Education Planning
- Risk Management
- Wealth Transfer
Client Types
COOPER CAPITAL, INC. caters to a diverse range of clients, including:
- Individuals
- Families
- Small Business Owners
- Corporate Executives
- High Net Worth Individuals
Fees & Compensation
COOPER CAPITAL, INC. operates on a fee-only basis, meaning that the firm does not earn commissions from the sale of financial products or services. This ensures that the advisors’ recommendations are solely based on the clients’ best interests. The firm charges a percentage of assets under management as their fees, making their compensation directly tied to the success of their clients’ investments.
Background
COOPER CAPITAL, INC. was founded by John Cooper in 2005. With over 25 years of experience in the financial industry, John saw the need for a client-centric financial services firm that helps individuals and families achieve their financial goals. Since its inception, COOPER CAPITAL, INC. has been dedicated to providing personalized and effective financial planning services to clients.
Financial Advisor Disclosures to Know
Transparency is important to COOPER CAPITAL, INC. and therefore, the firm provides all necessary financial advisor disclosures to clients. These include any conflicts of interest, compensation structures, and any relevant legal or disciplinary events. Clients can feel confident and informed when working with COOPER CAPITAL, INC. as their financial advisor.