Cooper Investment Partners LLC

CRD#167769
Investment Advisor Firm

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Learn more about Cooper Investment Partners LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Cooper Investment Partners LLC operates as an advisory firm located in Fairfield, Connecticut. The company administers $222.6 million in total assets across one customer account, making it a mid-tier investment advisory firm in the nation by assets under management (AUM). Cooper Investment Partners LLC has a small group, including 1 financial advisor. Cooper Investment Partners LLC is not a registered broker-dealer, meaning the advisor cannot buy and sell securities for its accounts and those of its clients and instead must go through a broker-dealer firm to do so. Securities are exchangable financial assets like bonds, stocks and options.

    Cooper Investment Partners LLC manages all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which buy and sell choices for the client's account are made by a portfolio manager without requiring the customer's authorization. The investment advisory firm's average account size is $222.6 million. The typical advisor at Cooper Investment Partners LLC administers around one client account, making it one of the most personalized advisor firms in the country.

    The firm's central office is located at 3135 Easton Turnpike, Fairfield, Connecticut 6825. It is legally allowed to provide services to investors in the state of Connecticut.

    Assets Under Management

    $222.6 million

    Number of Advisors

    1

    Disclosures

    No

    Office Location

    3135 Easton Turnpike
    Fairfield, CT 06825

    Cooper Investment Partners LLC by the Numbers

    Total Assets Under Management

    $222.6 million

    National Average: $8.6 billion
    Total Number of Employees

    2

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $222.6 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors typically vary depending on which services the firm provides the client. However, fee types charged by the company can consist of any blend of the following fee types: fixed or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      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.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      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.

    Unavailable

    • Find one of the 69% of firms that offer this fee type

      Percentage of Assets

      Show 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.

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      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 0% of firms that offer this fee type

      Subscription

      Show Explanation

      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

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

    Back to Overview

    Types of Clients

    It works with pooled investment vehicles. Cooper Investment Partners LLC's biggest client group is pooled investment vehicles. None of the firm's accounts are non-U.S. persons.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • 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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    Disclosures

    Cooper Investment Partners LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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