Paul Kopey is a CFP, ChFC-designated registered investment advisor at Paul R. Kopey & Associates, based in Chester Springs, PA, with 1 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 7 clients with $12M 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 $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Sliding scale from 0.65% to 0.35% on the next $4 million.
Fee Estimator
Location
Chester Springs, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Paul R. Kopey & Associates
State Registrations1 state
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