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Cope Private Wealth

Headquartered in BIRMINGHAM, AL

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Firm Information

Cope Private Wealth is an investment advisor with $75 million in regulatory assets under management. The firm provides financial planning and portfolio management for individuals and high-net-worth individuals. They have approximately 250 accounts and specialize in serving individuals other than high-net-worth and high-net-worth individuals.

Cope Private Wealth

$75.00M

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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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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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

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

Branch Locations (1)

COPE PRIVATE WEALTH has a total of 1 branch locations across the country.
location

BIRMINGHAM, AL

Advisors at Cope Private Wealth

View All 1 Advisors
Unclaimed
Duke Paterson Cope

CFP®, RA

BIRMINGHAM, AL

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Unclaimed
Robert Paterson Cope

CFP®, RA

BIRMINGHAM, AL

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Disclosures

There are no public disclosures for Cope Private Wealth.

Frequently Asked Questions (6)

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