Benjamin Cooper is a registered investment advisor at Watts Gwilliam & Company, LLC, based in Gilbert, AZ, with 2 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning. Their firm serves 443 clients with $820M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are determined on a case-by-case basis, considering factors such as account value and complexity. At times, Watts Gwilliam may propose a fixed fee for portfolio management.
Fee Estimator
Location
2730 S. Val Vista Dr., Suite 124, Gilbert, AZ, 85295
Get directionsHistory
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 Activities
Benjamin is a member of multiple LLCs (Cooper Development Strategies, Cooper Holdings, Funchal Holdings, V-III Partners, and Vista Partners AK) involved in real estate investments and management. He also holds an inactive Real Estate Salesperson License in Arizona, dedicating minimal time to these activities.
Employment History
Current Registrations
Watts Gwilliam & Company, LLC
State Registrations1 state
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.