Cooper/Haims Advisors provides investment advice to individuals, high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporations. Cooper/Haims offers financial planning, tax planning and preparation, and asset management services for an ongoing fee based on the value of your investments. Cooper/Haims may refer clients to third-party money managers.
Assets Under Management$940M
Clients488
Advisors9
Avg. per Client$1.9M
Avg. per Advisor$100M
www.esl.org/wealth/cooper-haims ·www.linkedin.com/company/cooper-haims-advisors-llc ·www.cooperhaims.com
Fee Structure
Minimum Investment:$1M
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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