JH
CFP
JH
CFP
Jared Haims is a CFP-designated registered investment advisor at Cooper/haims Advisors, LLC, based in Victor, NY, with 4 years of industry experience. Jared operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 488 clients with $940M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
488 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$939.2M
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
50 Square Drive, Suite 210, Victor, NY, 14564
Get directionsHistory
Regulatory History (1)
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Customer Dispute
May 2023Settled
Employment History
Current Registrations
Cooper/haims Advisors, LLC
April 2021 - Present · 5 yrs
State Registrations2 states
NYTX
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.