Advisor at Cooper Point Advisors LLC
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Firm
Cooper Point Advisors LLC
Location
Olympia, WA
Credentials
Series 63, Series 65
Industry experience
29 years
Laurence Poplack is a financial advisor at Cooper Point Advisors LLC with 29 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cooper Point Advisors since 2004. Cooper Point Advisors LLC is an independent Registered Investment Adviser serving individuals, high-net-worth clients, and corporate pension and profit-sharing plans. The firm emphasizes long-term, strategic asset allocation using exchange-traded funds and diversified portfolios of stocks, bonds, and mutual funds, managing accounts primarily on a non-discretionary basis with client approval for trades and changes.
$0 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.80% $2,000,001+: 0.75%
Fee-only: Annualized fees ranging from 1.25% to 0.75% based on asset tiers
Olympia, WA
Washington
Cooper Point Advisors LLC
2004 - Present (22 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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