Christopher Copploe is a CFP-designated registered investment advisor at G. Earl Mowrey & CO., L.L.C, based in Youngstown, OH, with 12 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 142 clients with $43M in assets under management.
Compensation
Firm Size
Number of Clients
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Assets Under Management
Fee Structure
Earl Mowrey manages client portfolios for a fee based on the value of your portfolio. The fee is up to 1% per year, and is negotiated with the client. There is a suggested minimum account value of $20,000, and a minimum advisory fee of up to $200 may be charged.
Location
4964 Belmont Avenue, Suite A, Youngstown, OH, 44505
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
G. Earl Mowrey & CO., L.L.C
State Registrations3 states
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