Paul R. Kopey & Associates offers financial and investment advice, planning, and consulting services to trustees, executors, high-net-worth individuals/families, and business owners. Services include financial consultations, ongoing investment advisory, administration and accounting, business advisory, and fiduciary tax return preparation. The firm tailors its advice to individual client needs and allows clients to restrict certain securities.
Assets Under Management$12M
Clients7
Advisors1
Avg. per Client$1.7M
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$6,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.75% |
| $1.0M - $5.0M | 0.65% |
| $5M+ | 0.35% |
Sliding scale from 0.65% to 0.35% on the next $4 million.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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