Kevin Cooke is a CFP-designated registered investment advisor at Roffman Miller Associates INC, based in Philadelphia, PA, with 16 years of industry experience. Kevin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 1,598 clients with $3.2B 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 $2.0M | 1.00% |
| $2.0M - $7.0M | 0.75% |
| $7M+ | 0.75% |
Rates shown are for equities and structured products (1.00% on first $2M, 0.75% on next $5M, negotiable thereafter). Other asset classes have different schedules: fixed income is 0.50% on first $5M and mutual funds are 0.75% on first $5M. Cash and cash equivalents are excluded. Fees are negotiable.
Fee Estimator
Location
1835 Market Street, Suite 500, Philadelphia, PA, 19103
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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 →Employment History
Current Registrations
Roffman Miller Associates INC
Previous Registrations
Cooke Financial Planning
Veritat Advisors
Cooke Financial Planning
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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