Joseph Cope is a CFP-designated registered investment advisor at Cope Connelly, based in Arlington, VA, with 21 years of industry experience. Joseph 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
Get directionsHistory
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 ActivitiesSells Insurance
Joseph is the owner and managing partner of Cope Connelly, a financial service business, dedicating nearly full-time hours. He is also an insurance agent with Mass Mutual and a managing member of C4M Global Advisors LLC, spending about 10-20% of his time managing operations and investments for a hedge fund business. Additionally, Joseph is a general partner for Prosomnus Sleep Technologies, spending minimal time on public relations.
Employment History
Current Registrations
Cope Connelly
Previous Registrations
Jarred Bunch Consulting, LLC
Park Avenue Securities LLC
Park Avenue Securities LLCBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.