Coppell Advisory Solutions LLC
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Learn more about Coppell Advisory Solutions LLC
Coppell Advisory Solutions LLC operates as an advisory firm based in Coppell, Texas. The firm administers $529.7 million in total assets over 5,646 accounts, making it one of the larger financial advisory firms in the United States by assets under management (AUM). It has an average-sized group, including 74 financial advisors. Coppell Advisory Solutions LLC is not a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its own accounts as well as its clients' and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal investments like options, equities and bonds.
Coppell Advisory Solutions LLC administers all of its client assets in a discretionary manner. Discretionary management signifies that a portfolio manager makes buy and sell judgments without needing to seek client consent. The company's average account size is $93,824. The average advisor at Coppell Advisory Solutions LLC oversees about 76 client accounts.
The company's main office is at 9111 Cypress Waters Blvd Suite 140, Coppell, Texas 75019. The firm is legally allowed to provide services to clients across 50 U.S. states and territories.
Assets Under Management
Number of Advisors
Coppell Advisory Solutions LLC by the Numbers
Products and Services
Coppell Advisory Solutions LLC provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the prior financial year, it provided 11-25 of its customers with financial planning services. Coppell Advisory Solutions LLC is not involved in selling products or offering services other than investment advisory services to its investment advisory accounts. Coppell Advisory Solutions LLC also has a number of financial industry affiliations, including with an insurance company or agency.
Core Advisor Services
Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
Offered by 46% of firms
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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This is the hosting of seminars or workshops to educate investors on financial concepts.
Fees for financial management usually vary depending on which service is offered. Fee types billed by Coppell Advisory Solutions LLC most likely include the following fee structures: asset-based, hourly or fixed. The firm participates in a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Offered by 69% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 21% of firms
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Offered by 32% of firms
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 1% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 26% of firms that offer this fee type
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 0% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 10% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
It caters to retail investors, high net worth investors and corporations. Out of its 5,646 accounts, Coppell Advisory Solutions LLC's biggest client type is retail investors, though it also caters to 73 high-net-worth individuals. A high-net-worth individual is defined by the SEC as a person who has at least $750,000 in AUM or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the firm's clients are represented by non-U.S. persons.
- High-Net-Worth Individuals* - 1.29%
- Other Individuals - 98.67%
- Corporations - 0.04%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Coppell Advisory Solutions LLC does not have any disclosures.
Please visit its Form ADV for more details.
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