KC
CFP
KC
CFP

Kevin Joseph Cooke

16 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningTax PlanningHigh Net Worth
Compensation
Fee-Only (AUM)
Firm Size
15 advisors
Number of Clients
1,560 clients
Average Client Portfolio
$1.9M average
Assets Under Management
$2.9B

Fee Structure

Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.00%
$2.0M - $7.0M0.75%
$7M+0.75%

Fees are negotiable thereafter.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1835 Market Street, Suite 500, Philadelphia, PA, 19103

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Roffman Miller Associates INC
March 2014 - Present · 11 yrs 11 mos
Previous Registrations
Cooke Financial Planning
April 2013 - February 2014 · 10 mos
Veritat Advisors
July 2012 - November 2012 · 4 mos
Cooke Financial Planning
May 2009 - June 2012 · 3 yrs 1 mo
State Registrations1 state
PA
Advisor
Exams
No exam information available for this advisor.