Darren Takeo Sugiyama

Cooper Mcmanus

9 Years of Experience

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Firm Information

Cooper Mcmanus

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

57 advisors

Number of Clients

3,238 clients

Average Client Portfolio

$791K average

Assets Under Management

$2.6B

Fee Structure

Minimum Investment:$5K

Financial Plan Fee:Up to $400,000

Hourly Rate:Up to $1,000/hr

Financial planning fees are charged hourly (up to $1,000/hour) or as a flat fee (up to $400,000). Clients receive a year of ongoing financial planning/consultation services at no additional cost with a financial plan. Asset management fees are negotiable, with a maximum of 2.00%. WealthPort Wrap Program fees shall not exceed 2.25%. Retirement plan consulting is billed hourly (up to $250/hour), flat (ranging from $750 to $10,000), or as a percentage of plan assets (up to 1.00%).

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningTax PlanningEducation PlanningCharitable GivingHigh Net Worth

Advisor Information

Office location

9870 Research Drive, Irvine, CA, 92618

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Regulatory History

Clean regulatory record

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.