Richard Bentley is a CFP-designated registered investment advisor at Cooper/haims Advisors, LLC, based in Victor, NY, with 8 years of industry experience. Richard 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
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Location
50 Square Drive, Suite 210, Victor, NY, 14564
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Richard is an investment committee member and advisory board member for LeChase Construction Services, LLC, a construction and real estate development company. He spends minimal time on these activities, advising the committee on their real estate and capital portfolio and the company's strategic initiatives.
Employment History
Current Registrations
Cooper/haims Advisors, LLC
Previous Registrations
Nixon Peabody Financial Advisors LLC
State Registrations1 state
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