How does the advisor help clients – Key Takeaways:
Paul R. Kopey & Associates offers comprehensive financial planning services tailored to meet the individual needs of their clients. Their team of experienced advisors work closely with each client to understand their goals, risk tolerance, and financial situation in order to create a personalized plan that helps them achieve their financial objectives. With a focus on education and communication, the firm strives to empower their clients to make informed decisions about their finances and achieve financial success.
Facts and Insights
Founded in 1995, Paul R. Kopey & Associates has over 25 years of experience in the financial services industry. The firm is based in New York City and serves clients across the United States. They have a team of 10 advisors and manage over $500 million in assets under management.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 25 years |
Financial Services Offered
Paul R. Kopey & Associates offers a wide range of financial services to help their clients achieve their financial goals. These services include retirement planning, investment management, tax planning, estate planning, and risk management. Their experienced team of advisors works together to develop comprehensive financial plans that address all aspects of their clients’ financial lives.
Client Types
The firm serves a diverse range of clients, including individuals, families, and businesses. They work with clients at all stages of life, from young professionals just starting their careers to retirees looking to maximize their savings. Paul R. Kopey & Associates takes a personalized approach to each client, tailoring their services to meet their specific needs and objectives.
Fees & Compensation
Paul R. Kopey & Associates operates as a fee-only firm, which means they do not earn commissions or receive compensation from third parties. Instead, they charge a fee based on a percentage of clients’ assets under management. This fee structure aligns their interests with those of their clients, as the firm’s success is directly tied to the success of their clients’ investments.
Background
Paul R. Kopey, the founder of Paul R. Kopey & Associates, has over 30 years of experience in the financial services industry. He holds a bachelor’s degree in Economics from Yale University and a master’s degree in Business Administration from Harvard University. With his vast knowledge and expertise, he has built a team of dedicated and experienced advisors who share his commitment to providing top-notch financial services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, Paul R. Kopey & Associates is held to a fiduciary standard, meaning they are legally required to act in the best interests of their clients. They have no conflicts of interest and are transparent about their fees and compensation. Additionally, they have a clean regulatory record with no disciplinary actions, allowing clients to have peace of mind knowing their financial interests are in capable hands.