Cooper Norman Wealth provides investment management services on a discretionary or non-discretionary basis. They also offer financial planning and consulting services, covering investment and non-investment related matters. For retirement plans, they can act as a fiduciary. They may recommend other professionals, like CPAs from their affiliated accounting firm, but clients are not obligated to use them. Clients are responsible for notifying Cooper Norman Wealth of any changes to their financial situation or investment objectives.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$7,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $20.0M | 0.40% |
| $20M+ | 0.40% |
Fees above $20,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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