Cooper/Haims Advisors, LLC

RIASEC RegisteredEst. 2002

Total AUM

$1.2B

Discretionary

$1.2B

99% of AUM

Avg account

$714K

Accounts

1,654

Employees

Advisory reps

Firm details

Headquarters: Victor, New York
CRD number: 124122
Registered since: November 29, 2002
Website: cooperhaims.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI89.76%
Individuals7.04%
Corporations / Businesses2.14%
Charitable Organizations1.06%
Services: Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

Cooper/Haims Advisors, LLC is an independent registered investment adviser organized as a limited liability company and in operation since 2002. The firm serves both individual and family clients as well as institutional investors and identifies itself as a capital allocator — advising on and directing client capital rather than acting solely as a single-manager shop. Its advisory services include financial planning, portfolio management for individuals, small businesses and institutions, pension consulting services, and selection of other advisers. Fee arrangements are flexible and include percentage-of-assets, hourly charges, and fixed fees. The firm does not describe itself as an active ESG investor. Cooper/Haims maintains business relationships across the financial services ecosystem, including affiliations with broker-dealers, other investment advisers, banking or thrift institutions, trust companies, and insurance companies.