Devon Cooney
Devon Cooney is a registered investment advisor at Bartholomew & Company Wealth Management, LLC, based in Worcester, MA, with 19 years of industry experience. Devon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 5 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.25% |
The maximum asset management fee is 2.25%, and all fees are negotiable.
Fee Estimator
Location
370 Main Street, Suite 1000, Worcester, MA, 01608
Get directionsHistory
Regulatory History (1)
Criminal
September 1998Other Business ActivitiesSells Insurance
Devon sells fixed insurance, dedicating minimal time to this activity. This activity is investment-related and conducted at a branch location.
Employment History
Current Registrations
Bartholomew & Company Wealth Management, LLC
Commonwealth Financial NetworkBroker
Commonwealth Financial Network
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations8 states
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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