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Amy Cooper

1 Year of Experience
Washington, DC
1 DisclosureBroker

Amy Cooper is a registered investment advisor at Folger Nolan Fleming Douglas Incorporated, based in Washington, DC, with 1 years of industry experience. Amy is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 262 clients with $800M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
21 advisors
Number of Clients
262 clients
Average Client Portfolio
$3.0M average
Assets Under Management
$797.4M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.30%

Fees are 0.30% on equity positions and 0.10% on fixed income positions. No management fees are charged on cash, cash equivalents, or U.S. Treasuries.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

725 15th Street N.W., 2nd Floor, Suite 200, Washington, DC, 20005-2109

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History

Regulatory History (1)
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Financial
January 2023
Final
Employment History
Current Registrations
Folger Nolan Fleming Douglas Incorporated
November 2025 - Present · 11 mos
Folger Nolan Fleming Douglas IncorporatedBroker
July 2025 - Present · 1 yr 3 mos
State Registrations2 states
DCMD
AdvisorBrokerBoth

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
No exam information available for this advisor.
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