Cooper Mcmanus
Assets Under Management
$2.6B
Number of Clients
3,238
Number of Advisors
57
Average Client AUM
$791K
AUM per Advisor
$44.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cooper McManus offers financial planning, consulting, and asset management services. Financial planning covers investment, retirement, estate, tax, education, and business planning. Asset management includes tailored portfolios with various securities. They also offer retirement plan consulting to employer plan sponsors. The firm participates in the WealthPort Wrap Program through CIRA.
Fee Structure
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%).
Areas of Practice
Location
9870 Research Drive, Irvine, CA, 92618