Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.50% |
Fees may be negotiable at the sole discretion of the Advisor.
Fee Estimator
Cooper Eagle charges an annual fee based on a percentage of your assets under management. See the table for the specific rates. Financial planning services are typically offered as part of wealth management, but are also available on a standalone basis for up to $375 per hour. Fees may be negotiable. Retirement plan advisory fees range up to 1.00% annually based on the size and complexity of the Plan.
Areas of Practice
Advisor Information
Office location
200 Lawrence Drive, West Chester, PA, 19380
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Andrew provides tax preparation services, dedicating minimal time to this activity. He also manages a rental property, spending a few hours per week overseeing rental operations and paying bills.