Cooper Norman Wealth, LLC

Overview

Cooper Norman Wealth, LLC is an independent RIA organized as an LLC that serves individual and family clients. The firm operates as a capital allocator and offers a mix of fee arrangements (percentage of AUM, hourly, and fixed fees). Core advisory services include financial planning, portfolio management for individuals and small businesses, portfolio management for businesses or institutions, pension consulting services, and selection of other advisers. The firm identifies as an active ESG investor and lists an industry affiliation with an accountant.

Assets & Accounts

Public Holdings

Investments & Alternatives