Joshua Cooper
Joshua Cooper is a registered investment advisor at Private Client Services, LLC, based in Peoria, AZ, with 21 years of industry experience. Joshua 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
Get directionsHistory
Regulatory History (1)
Criminal
July 2002Other Business ActivitiesSells Insurance
Joshua works full-time at Clarus Wealth Advisors as a Registered Investment Advisor (RIA). He also sells fixed annuities and life insurance products through Bell & Assoc, Heritage Retirement Solutions LLC, and Annexus Distribution, dedicating about a quarter of his time to insurance sales and working full-time at Heritage Retirement Solutions LLC.
Employment History
Current Registrations
Private Client Services, LLCBroker
Clarus Wealth Advisors, LLC
Previous Registrations
Crown Capital Securities, L.P.Broker
Wfg Investments, INC.Broker
Wfg Advisors, LP
Associated Planners Investment Advisory INC
Associated Securities CORP.
Associated Securities CORP.Broker
State Registrations6 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.