Bert Cooper is a registered investment advisor at Private Client Services, LLC, based in Peoria, AZ, with 29 years of industry experience. Bert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
9125 W. Thunderbird Road, Suite 100, Peoria, AZ, 85381
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Regulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Bert has ownership stakes in several businesses including C&H AZ Properties LLC (office building), Clearview Financial LLC (operations company for Clarus), Estate of Affairs LLC (payroll for Clearview Financial), and ReFlection Metrics LLC (IT for the RIA). Bert is also an insurance agent at Bell & Associates and a board member at Plaza Del Rio Management.
Employment History
Current Registrations
Private Client Services, LLCBroker
Clarus Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Wfg Advisors, LP
Wfg Investments, INC.Broker
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
Raymond James Financial Services, INC.Broker
Linsco/private Ledger CORP.Broker
Dean Witter Reynolds INC.Broker
State Registrations30 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.