Cooper McManus offers a wide array of investment advisory services, including personalized portfolio management, standalone financial planning and consulting, and retirement plan consulting for employer plan sponsors. Founded in California in 1999 and registered as an investment advisor since 2003, the firm creates tailored portfolios using individual stocks, bonds, exchange-traded funds, options, and mutual funds. Cooper McManus also participates in wrap fee programs through a co-advisory relationship with Cambridge Investment Research Advisors, allowing clients to access various asset allocation platforms and third-party strategists. The firm emphasizes fundamental analysis and long-term investment strategies while working with individuals, high-net-worth families, trusts, estates, and business entities.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Maximum annual fee for asset management will not exceed 2.00% (or up to 2.25% for the WealthPort Wrap Program). Fees are negotiable.