Cooper Eagle, LLC

Overview

Cooper Eagle, LLC is an independent, individual-owned registered investment adviser organized as an LLC that focuses on serving individuals and families. The firm operates as a capital allocator and provides a mix of advisory services: financial planning, portfolio management for individuals and small businesses, pension consulting and selection of other advisers. It charges clients on a percentage-of-assets-under-management basis and also uses hourly billing for certain engagements. The firm reports not being an active ESG investor and is not set up as a multi-state adviser. Its profile and listed activities indicate a consultative model that combines discretionary portfolio management with advisor-led placement of external managers when appropriate.

Assets & Accounts

Public Holdings

Investments & Alternatives