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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...
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 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
Year founded
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AUM
Undisclosed
Location
Region
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Country
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City
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Corporate office
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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.
Does Cooper Financial Services act as a single-family or multi-family office?
It operates as a multi-family office, serving multiple unrelated high-net-worth families. This structure allows for shared resources and expertise while tailoring services to each client's unique financial life.
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.
Is Cooper Financial Services open to new clients?
As a fee-only RIA, the firm likely accepts new high-net-worth clients based on fit. Specific minimums and capacity are not publicly disclosed.
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.
Does Cooper Financial Services publish performance data?
No. Like many small RIAs, the firm does not publicly share portfolio returns or performance benchmarks. Prospective clients would need to discuss performance during a confidential consultation.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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