COOPER MALONE MCCLAIN, INC.
Cooper Malone McClain, Inc. is a well-known financial firm in the industry, providing a wide range of services to their clients. With a team of experienced advisors and a wealth of knowledge, they have established themselves as a trusted and sought-after source for financial advice.
How does the advisor help clients – Key Takeaways:
- Offers expert financial guidance to clients
- Provides a variety of services to meet individual needs
- Focuses on building long-term relationships with clients
- Constantly stays updated on market trends and changes
- Offers personalized solutions for each client’s unique situation
Facts and Insights
Founded in 2005, Cooper Malone McClain, Inc. has over 15 years of experience in the financial industry. They have established themselves as a reputable and reliable firm with a strong track record of success. The firm is headquartered in New York City and has a team of highly qualified advisors who are dedicated to helping their clients achieve their financial goals.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion | 25 | 15 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Wealth transfer
Client Types
Cooper Malone McClain, Inc. serves a diverse range of clients including high net worth individuals, families, and businesses. They understand that each client has unique financial needs and goals, and they strive to provide tailored solutions to meet those needs.
Fees & Compensation
The firm primarily works on a fee-based structure, which ensures that their advisors are working in the best interests of their clients. They have a transparent fee structure and clearly outline all fees and expenses to their clients. They do not earn commissions for recommending certain products, ensuring that their advice is unbiased and objective.
Background
The firm takes great pride in the experience and expertise of their team. All of their advisors have extensive knowledge and experience in the financial industry and hold various certifications and licenses. They are dedicated to staying updated on market trends and changes in order to provide the best possible advice to their clients.
Financial Advisor Disclosures to Know
As a reputable firm, Cooper Malone McClain, Inc. takes transparency and ethical standards very seriously. They adhere to all industry regulations and requirements, and have no disclosures on their record.