Cooper/Haims Advisors offers investment management and comprehensive financial planning services tailored to individuals, high-net-worth clients, trusts, estates, and business entities. The registered investment advisor helps clients define long-term goals through ongoing portfolio oversight, asset allocation, and risk management. Cooper/Haims covers multiple financial areas including retirement and financial independence planning, employee benefits review, insurance analysis, estate planning coordination, education funding projections, and income tax planning and preparation. Portfolios are constructed using a diversified mix of mutual funds, exchange-traded funds, individual stocks and bonds, and certificates of deposit, with the option to utilize third-party money managers and separate account programs. Cooper/Haims tailors strategies to each client's specific risk profile, investment objectives, and personal restrictions, such as accommodating legacy stock or special tax situations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.10% |
| $1.0M - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Fees are billed quarterly in arrears. Certain legacy clients may have different fee schedules, and fees are negotiable.