About COOPER EAGLE, LLC
COOPER EAGLE, LLC is a financial advisory firm that is committed to providing expert financial guidance and services to its clients. With a team of highly qualified advisors, they strive to help clients achieve their financial goals and make well-informed decisions. COOPER EAGLE, LLC offers a wide range of financial services and caters to various client types, making them a versatile and reliable choice for individuals and businesses seeking financial advice.
How does the advisor help clients – Key Takeaways:
- Provides expert financial guidance and services
- Helps clients achieve their financial goals
- Offers a wide range of financial services
- Caters to various client types
Facts and Insights
COOPER EAGLE, LLC was founded in 2005 and has been serving clients for over 15 years. The firm has over 100 advisors who have a deep understanding of the financial industry and are dedicated to providing top-notch services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 100+ | 15+ years |
Financial Services Offered
COOPER EAGLE, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
Client Types
COOPER EAGLE, LLC provides their services to a wide range of clients, including:
- High net worth individuals
- Small business owners
- Corporate executives
- Retirees
- Families
Fees & Compensation
COOPER EAGLE, LLC is transparent about their fees and compensation structure. They operate on a fee-based model, which means they charge a percentage of the assets under management as their fee. This structure aligns their interests with those of their clients, ensuring that they work towards achieving the best possible outcomes.
Background
The team at COOPER EAGLE, LLC is made up of experienced and highly qualified financial experts who have a strong track record of helping clients achieve their financial goals. They are committed to ongoing education and staying up-to-date with the latest industry trends, regulations, and best practices.
Financial Advisor Disclosures to Know
COOPER EAGLE, LLC adheres to high ethical standards and regulatory requirements, ensuring honest and transparent dealings with their clients. They have a clean record with no disciplinary actions against them, making them a reliable choice for individuals seeking financial advice.