Disclosures and Important Disclaimers
This page provides important information about Cooper Norman Wealth, our services, fees, and the regulatory framework under which we operate. Please review the relevant sections in full before engaging our services.
Separate and Distinct Companies
Cooper Norman and Cooper Norman Wealth are separate and distinct companies providing separate and distinct services. While the two firms coordinate to deliver an integrated client experience, each maintains independent ownership, governance, regulatory oversight, and compliance infrastructure. Engaging Cooper Norman Wealth does not create an engagement with Cooper Norman, and vice versa.
Investment Advisory Services
Investment advisory services are offered through Cooper Norman Wealth, an investment adviser registered with [REGISTRATION DETAILS PENDING]. Registration does not imply a certain level of skill or training. Additional information about Cooper Norman Wealth is available in our Form ADV Part 2A and 2B, available upon request and at adviserinfo.sec.gov.
Fiduciary Standard
Cooper Norman Wealth advisors operate under a fiduciary standard, meaning we are legally obligated to act in your best interest at all times. This standard governs every recommendation, every fee disclosure, and every conflict of interest we disclose.
Fees and Compensation
Our fee schedule is published in every engagement letter. Cooper Norman Wealth does not receive commissions on investment products. We are compensated through transparent advisory fees, typically structured as a percentage of assets under management with explicit caps on coordinated tax-and-wealth engagements. Full fee details are provided in our Form ADV and at the time of engagement.
No Tax or Legal Advice
Cooper Norman Wealth does not provide tax preparation or legal services. Tax advice is provided exclusively through Cooper Norman or your existing tax advisor. Legal advice should be obtained from a qualified attorney. Content on this website is for informational purposes only and does not constitute financial, tax, or legal advice. Individual circumstances vary; please consult appropriate professionals before making decisions.
Forward-Looking Statements
Statements on this website regarding future performance, market conditions, or planned services are forward-looking and subject to change without notice. Past performance is not indicative of future results. All investments involve risk, including potential loss of principal.
Testimonials
Client testimonials and case studies displayed on this site are composite, anonymized, or otherwise consented for use. They do not represent typical experiences. Individual results vary and depend on specific circumstances, market conditions, and the services engaged.
Privacy
Information you submit through this website — including contact form submissions, scheduling requests, and newsletter signups — is handled in accordance with our privacy policy. We do not sell client data. Communications via web forms are not encrypted end-to-end; for sensitive information, please request our secure client portal.
Contact
Questions about these disclosures, our Form ADV, or our compliance program may be directed to compliance@coopernormanwealth.com or by writing to: Cooper Norman Wealth, 722 N College Road, Twin Falls, ID 83303.