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Cooper Financial Services
Planning and protecting your family's long term financial security. | Cooper Financial Services, Inc. has been providing a broad range of financial...
Overview
Planning and protecting your family's long term financial security. | Cooper Financial Services, Inc. has been providing a broad range of financial planning services to individuals and businesses since 1986. We have built our practice through a dedication to service that we demonstrate at every level of our relationships.
General information
Firm type
Multi Family Office
Frequently asked questions
How does Cooper Financial Services charge clients?
The firm charges fees only, based on a percentage of assets under management. It does not accept commissions, 12b-1 fees, or compensation from third-party product providers, ensuring a fiduciary alignment with clients.
What types of investments does Cooper Financial Services oversee?
The firm primarily uses a passive, low-cost investment approach centered on index funds and ETFs. Portfolios are built with broad asset-class diversification and systematic rebalancing.
Who is the leadership at Cooper Financial Services?
Publicly available SEC filings list the firm's chief compliance officer and a small advisory team, but the firm does not prominently feature named principals or a CEO in its formal materials.
What is the firm's approach to financial planning?
Financial planning at Cooper Financial Services is holistic, covering retirement, tax, estate, education, and insurance planning. The firm integrates these disciplines into a single, coordinated plan.
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