David Cooley is a ChFC-designated registered investment advisor at Covered Bridge Financial LLC, based in Califon, NJ, with 16 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 52 clients with $40M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Covered Bridge Financial's investment advisory fees range from 0.40% to 0.90% per year, based on the complexity of services, the amount of assets managed, and the overall relationship. Clients below the firm's minimum relationship size will be charged a fixed fee of $750 per quarter. Certain accounts may be charged fees greater than 0.90% per year based on complex situations. CBF may implement a portion of a client's portfolio utilizing one or more independent managers. The total blended fee will not exceed 1.25% annually.
Location
Califon, NJ
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Covered Bridge Financial LLC
State Registrations2 states
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