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FC
FC
Frank Everett Cooper
Grand Central Investment Group, LLC
26 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
High Net Worth
Grand Central Investment Group, LLC
Compensation
Fee-Only (AUM)
Fixed/Hourly
Firm Size
3 advisors
Number of Clients
248 clients
Average Client Portfolio
$526K average
Assets Under Management
$130.4M
Fee Structure
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
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 negotiated on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$1,500
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Location
Montreat, NC
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
September 2006
Settled
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Grand Central Investment Group, LLC
January 2015 - Present · 11 yrs 1 mo
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 Registrations
2 states
FL
NC
Advisor
Exams
No exam information available for this advisor.