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Frank Cooper is a registered investment advisor at Grand Central Investment Group, LLC, based in Montreat, NC, with 26 years of industry experience. Frank operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 248 clients with $130M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$526K average
Assets Under Management
$130.4M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.63% |
| $500K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Montreat, NC
Get directionsHistory
Regulatory History (1)
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Customer Dispute
September 2006Settled
Employment History
Current Registrations
Grand Central Investment Group, LLC
January 2015 - Present · 11 yrs 3 mos
Previous Registrations
Pccb, LLC
September 2014 - December 2014 · 3 mos
Wells Fargo Advisors Financial Network, LLC
February 2006 - February 2015 · 9 yrs
Wachovia Securities, LLC
October 1999 - February 2006 · 6 yrs 4 mos
State Registrations2 states
FLNC
Advisor
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.
Exams
No exam information available for this advisor.