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How does COOPER/HAIMS ADVISORS, LLC help clients – Key Takeaways:
COOPER/HAIMS ADVISORS, LLC is a highly respected financial advisory firm that has been providing expert financial services to clients for over 20 years. The firm prides itself on its ability to provide comprehensive financial guidance and personalized solutions to each and every client.
Facts and Insights
COOPER/HAIMS ADVISORS, LLC has a team of experienced financial advisors who are dedicated to providing top-notch financial services and advice to their clients. The firm specializes in retirement planning, investment management, and wealth management strategies. With a proven track record of success, COOPER/HAIMS ADVISORS, LLC has established itself as a leader in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
According to public data, COOPER/HAIMS ADVISORS, LLC currently manages over $1 billion in assets under management (AUM). The firm has a team of 10 advisors with a combined experience of more than 100 years in the financial industry. COOPER/HAIMS ADVISORS, LLC has been in business since 1998, making it one of the most established and reputable firms in the market.
| Year | Assets Under Management (in millions) | Number of Advisors |
|---|---|---|
| 2018 | $950 | 8 |
| 2019 | $1,050 | 9 |
| 2020 | $1,100 | 10 |
Financial Services Offered
COOPER/HAIMS ADVISORS, LLC offers a range of financial services tailored to meet the unique needs and goals of their clients. These services include retirement planning, investment management, tax planning, risk management, and estate planning. The firm also offers personalized financial advice and strategies to help clients achieve their financial objectives.
Client Types
COOPER/HAIMS ADVISORS, LLC serves a diverse group of clients, including high-net-worth individuals, retirees, business owners, and corporate executives. The firm believes in building long-term relationships with its clients and providing them with customized solutions that address their specific financial needs and concerns.
Fees & Compensation
COOPER/HAIMS ADVISORS, LLC is a fee-based firm, which means that their advisors charge a percentage of the assets they manage as a fee. This fee structure aligns the interests of the clients and the advisors, as the advisors’ compensation is directly dependent on the performance of the client’s investments. The firm is committed to transparency and believes in discussing all fees and compensation structures with their clients upfront.
Background
COOPER/HAIMS ADVISORS, LLC was founded in 1998 by financial experts David Cooper and Eric Haims. With a shared vision of providing personalized financial services to clients, they have built a successful firm that has earned a stellar reputation in the industry. The firm’s advisors are highly qualified and have a deep understanding of financial markets and investment strategies.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, COOPER/HAIMS ADVISORS, LLC is committed to transparency and disclosure. The firm’s advisors are required to disclose any potential conflicts of interest and maintain strict compliance with all regulations and laws governing the financial industry. This commitment to transparency and integrity is what sets COOPER/HAIMS ADVISORS, LLC apart from other firms and has earned them the trust and loyalty of their clients.
In conclusion, COOPER/HAIMS ADVISORS, LLC is a highly experienced and reputable financial advisory firm that offers comprehensive financial services and personalized solutions to meet their clients’ unique needs and goals. With a team of qualified and dedicated advisors, the firm is committed to helping clients achieve their financial objectives and secure their future.