COONEY Financial Advisors provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes and retirement, review insurance, and plan their estates. COONEY Financial Advisors is a fee-only firm, meaning it doesn't sell financial products or receive commissions.
Assets Under Management$44M
Clients35
Advisors2
Avg. per Client$1.2M
Avg. per Advisor$22M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$625
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.70% |
| $1.5M - $2.0M | 0.50% |
| $2M+ | 0.40% |
Fees are negotiable. For managed account portfolios, there is an additional fee of 0.80% added to the third-party manager's fee. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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