Cope Connelly provides portfolio management based on individual client goals and risk tolerance. They also offer pension consulting services, including investment objective identification and money manager recommendations. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning. Cope Connelly also provides advice on privately placed securities.
Assets Under Management$250M
Clients158
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $3.0M | 1.30% |
| $3.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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