Cooper Eagle, LLC
Assets Under Management
$29.2M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$218K
AUM per Advisor
$14.6M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Cooper Eagle offers customized wealth management services, including discretionary and non-discretionary investment management and financial planning to individuals, high net worth individuals, trusts, estates, charitable organizations, and retirement plans. They construct portfolios using low-cost, diversified mutual funds and ETFs, and may use individual stocks, bonds or options.
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
Location
200 Lawrence Drive, West Chester, PA, 19380