Assets Under Management
$29.2M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$218K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
Cooper Eagle offers investment advisory services to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. Services include wealth management, discretionary investment management, and financial planning. Investment strategies are primarily long-term focused, utilizing fundamental, technical, and cyclical analysis.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
200 Lawrence Drive, West Chester, PA, 19380