Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Cooper Financial Services offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Cooper Financial Services may direct clients to third-party money managers.
Assets Under Management$200M
Clients1,335
Advisors3
Avg. per Client$150K
Avg. per Advisor$65M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee ranges from 0.75% to 1.25%. Fees are negotiable depending upon the needs of the client, complexity of the situation, market value of the assets under management, and the type of investment management services to be rendered.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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