COPE Private Wealth
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Cope Private Wealth provides investment advisory and financial planning services to individual and high‑net‑worth clients, generally working with accounts that meet the firm’s stated minimum account threshold (which the firm may waive in certain cases). Services include portfolio management, comprehensive financial planning, and estate planning support using third‑party estate‑planning software; the firm notes that any documents produced by that software are not legal advice.
The firm delivers tailored investment advice through both discretionary and non‑discretionary managed accounts, employing asset allocation, dollar‑cost averaging, technical analysis, and a mix of short‑ and long‑term strategies consistent with each client’s risk tolerance and time horizon. Accounts are reviewed on at least a quarterly basis by the firm’s principal reviewer, and clients are advised to consult tax professionals because the strategies can have significant tax implications.
Noteworthy features that differentiate the firm from many peers include its explicit use of estate‑planning software to generate estate documents (with no separate charge but a disclosed conflict of interest), and its disclosure of reliance on third‑party service providers that incorporate artificial intelligence or machine learning—along with periodic due diligence to mitigate related risks. The firm also requests clients use a recommended custodian platform (and discloses receiving certain benefits from that custodian) and maintains a centralized review process for all client accounts.
Client services
Expertise
Fee options
Fixed fees for financial planning projects range from $1,000 to $12,000 per project
Less than $1,000,000 - $999,999: 1.25% annually $1,000,000 - $3,000,000: 1.10% annually $3,000,001 - $5,000,000: 1.00% annually $5,000,001 - $10,000,000: 0.75% annually Over $10,000,000+: Negotiable
$250 - $500 per hour
Account minimum: $500,000 Fee-only: Fixed fees $1,000 - $12,000 per project; Hourly fees $250 - $500 per hour
Main office
2000 Southbridge Parkway, Suite 625
Birmingham AL 35209
Advisors at this office
2
Most active in
Alabama · Texas
Also doing business as
Cope Private Wealth · D. Paterson Cope Wealth Management LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Duke C
CFP®, Series 63, Series 65
Birmingham, AL
COPE Private Wealth
Duke Cope is a CFP® professional with 39 years of industry experience, currently serving as an advisor at COPE Private Wealth since 2020. His prior experience includes roles at Private Client Services and Prospera Financial Services. COPE Private Wealth provides investment advisory and financial planning services to individual and high-net-worth clients, offering tailored portfolio management and estate planning support using third-party software. The firm employs a range of strategies, including asset allocation and technical analysis, with regular account reviews and a focus on tax considerations.
Robert C
CFP®, Series 66
Birmingham, AL
COPE Private Wealth
Robert Cope is a CFP® with nine years of industry experience, currently serving as a financial advisor at COPE Private Wealth in Birmingham, AL. He has worked at COPE Private Wealth since 2020 and has prior experience with firms including Willis Johnson & Associates and FSC Securities Corp. COPE Private Wealth provides investment advisory and financial planning services primarily to individual and high-net-worth clients, offering portfolio management, comprehensive financial planning, and estate planning support. The firm employs a mix of discretionary and non-discretionary managed accounts with strategies tailored to clients’ risk tolerance and time horizons, and incorporates estate-planning software and artificial intelligence tools in its service approach.
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