Rebecca Michelle Drexler-bleivik

Cooper Eagle, LLC

1 Year of Experience

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Firm Information

Cooper Eagle, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

2 advisors

Number of Clients

134 clients

Average Client Portfolio

$218K average

Assets Under Management

$29.2M

Fee Structure

Financial Planning:Included in AUM fee

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

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Hourly Rate:Up to $375/hr

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.

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Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

200 Lawrence Drive, West Chester, PA, 19380

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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.