Kevin Cope is a CFA-designated registered investment advisor at Cope Connelly, based in Arlington, VA, with 8 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 158 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Location
1700 N. Moore St., Suite 1130, Arlington, VA, 22209
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Kevin is a managing member of C4M Global Advisors LLC, a related advisor of Cope Connelly RIA, since February 2023. He spends about 10-20% of his time on this business during trading hours.
Employment History
Current Registrations
Cope Connelly
Previous Registrations
Hutchinson Capital Management
State Registrations2 states
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