Cope Private Wealth
3300 Cahaba Road
Suite 201
Birmingham, AL 35223
2052233625
About Cope Private Wealth
The Cambridge English Dictionary defines rapport as "a good understanding of someone and an ability to communicate well with them". Since financial planning is a collaborative process, I've found rapport is the single biggest determinant of a successful financial planning relationship. If you are interested in our services, I invite you to come by for a visit and see if we hit it off.
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General Information
Firm Start Year
2015
No. of Employees
2-4
Firm CRD#
309351
Name of Broker/Dealer
n/a
Name of Custodial Firm
Charles Schwab
Years of Experience in Financial Services
37
Number of Years with Current Firm
9
Work with the following types of clients
Individual Investors, Businesses
Advisory Services Provided
Insurance Products & Annuities, Estate Planning & Trusts, Investment Advice & Management, Financial Advice & Consulting, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Legal Advice and Services, Risk Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 63
Firm Information
Firm's Number of Clients
210
Firm's Number of Planning Clients
210
Assets Managed by Firm
80,000,000
Advisor's Number of Clients
210
Advisor's Number of Managed Clients
210
Advisor's Number of Planning Clients
210
Assets Managed by Advisor
$80,000,000
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Fee % Based on Assets
1
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891591/rothira-Cope-Private-Wealth-detailed-disclosure.html
Disclaimer
Securities offered through Cope Private Wealth, a Registered Investment Adviser with the state of Alabama.