Cooper Eagle offers customized wealth management services, including investment management and financial planning, to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Cooper Eagle creates investment portfolios using low-cost, diversified mutual funds and exchange-traded funds (ETFs), and may also use individual stocks, bonds, or options contracts. Financial planning services cover investment planning, retirement planning, personal savings, education savings, and insurance needs.
Assets Under Management$46M
Clients179
Advisors2
Avg. per Client$260K
Avg. per Advisor$23M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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