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Cooper Eagle, LLC

Headquartered in WEST CHESTER, PA

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Firm Information

Cooper Eagle, LLC is an investment advisor with 3 investment advisor representatives. The firm has $29,209,697 in regulatory assets under management. The firm offers financial planning, pension consulting, and portfolio management for individuals. They primarily serve individuals, high-net-worth individuals, charitable organizations, and pension and profit-sharing plans.

Cooper Eagle, LLC

$29.21M

Assets Under Management

Not reported

Total Clients

1

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

COOPER EAGLE, LLC has a total of 2 branch locations across the country.

Advisors at Cooper Eagle, LLC

View All 1 Advisors

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Disclosures

There are no public disclosures for Cooper Eagle, LLC.

Frequently Asked Questions (10)

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