Assets Under Management
$2.6B
Number of Clients
3,238
Number of Advisors
57
Average Client AUM
$791K
AUM per Advisor
$44.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cooper McManus offers financial planning, retirement plan consulting, and asset management. Financial planning covers various areas like investment, retirement, estate, and tax planning. Asset management includes creating tailored portfolios with stocks, bonds, ETFs, and mutual funds. They also participate in the WealthPort Wrap Program.
9870 Research Drive, Irvine, CA, 92618