Cooper Financial Services, INC.
Assets Under Management
$195.6M
Number of Clients
1,335
Number of Advisors
2
Avg. Portfolio per Client
$147K
Avg. Managed per Advisor
$97.8M
Compensation
Fee-Only (% of Portfolio)
About This Firm
Cooper Financial Services provides financial planning, consulting, and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and business entities. Cooper Financial Services offers ongoing portfolio management services based on the individual goals, objectives, time horizon, and risk tolerance of each client. Cooper Financial Services may direct clients to third-party money managers.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Annual fee ranges from 0.75% to 1.25%. Fees are negotiable depending upon the needs of the client, complexity of the situation, market value of the assets under management, and the type of investment management services to be rendered.
Fee Estimator
Areas of Practice
Location
1000 Bridgeport Avenue, Suite 308, Shelton, CT, 06484