Cooper McManus offers investment advice and financial planning to individuals and other clients. Planning services include investment, retirement, estate, charitable, education, and tax planning. Investment management involves creating tailored portfolios using stocks, bonds, ETFs, and other investments. Cooper McManus also participates in wrap fee programs through Cambridge Investment Research Advisors.
Assets Under Management$2.9B
Clients3,482
Advisors63
Avg. per Client$820K
Avg. per Advisor$45M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Cooper McManus offers investment management services where they create a portfolio tailored to your needs using various investments. The annual fee for this service will not exceed 2.00% and is negotiable. The fee is deducted from your account. They may also use third-party investment advisors, compensating them from their overall fee.
Loading...
Location
63 Advisors at this firm
Page 1 of 4