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How does the advisor help clients – Key Takeaways:
COOPER FINANCIAL INVESTMENTS, LLC prides itself on offering personalized financial services to help clients achieve their financial goals. With a team of experienced and knowledgeable advisors, the firm provides comprehensive financial guidance and strategies tailored to each individual’s unique circumstances.
Facts and Insights
COOPER FINANCIAL INVESTMENTS, LLC was founded in 2005 and has since become a reputable name in the financial services industry. The firm is registered with the Securities and Exchange Commission (SEC) and currently manages over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 16 years |
Financial Services Offered
COOPER FINANCIAL INVESTMENTS, LLC offers a wide range of financial services to cater to their clients’ diverse needs. These include but are not limited to:
- Investment management
- Wealth planning
- Retirement planning
- Estate planning
- Tax planning
Client Types
The firm serves a variety of clients, including individuals, families, and businesses. Their team of advisors has the expertise to cater to the specific financial needs of each type of client.
Fees & Compensation
COOPER FINANCIAL INVESTMENTS, LLC believes in transparency when it comes to fees and compensation. The firm charges a percentage of AUM as an advisory fee, which varies depending on the services provided. They do not receive any commissions or incentives for recommending specific investments, ensuring that their recommendations are always in the best interest of the client.
Background
The team at COOPER FINANCIAL INVESTMENTS, LLC is comprised of experienced and knowledgeable individuals with diverse backgrounds in the financial industry. They work collaboratively to provide clients with the best possible financial solutions and continuously educate themselves on new developments and strategies in the industry.
Financial Advisor Disclosures to Know
As a registered investment advisor, COOPER FINANCIAL INVESTMENTS, LLC upholds a fiduciary duty to act in the best interest of their clients at all times. This means they always prioritize the client’s needs and goals over their own. The firm also has a clean record with no disciplinary actions or complaints reported.