Courtland Blake Alex

32 Years of Experience

BrokerSells Insurance

Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningCharitable GivingBusiness OwnersHigh Net Worth

Cooper Mcmanus

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

57 advisors

Number of Clients

3,238 clients

Average Client Portfolio

$791K average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$5K

Location

9870 Research Drive, Irvine, CA, 92618

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History

Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

Other Business ActivitiesSells Insurance

Courtland is an advisor rep of a registered investment advisor (RIA) through Cooper Financial Group DBA Cooper McManus, dedicating full-time hours to this role. He is also an independent insurance agent for various independent insurance companies, spending a few hours per week on this activity, and an owner of Evans Haymond Group, LLC, spending minimal time on this activity.