Cooper/haims Advisors, LLC

Cooper/Haims Advisors, LLC is an SEC-registered investment advisor established in November 2002, offering investment advisory services to retail investors. The firm provides financial planning, tax planning, and asset management services tailored to individual client needs. They manage assets on a discretionary basis, with a reported regulatory AUM of $939,160,232 as of December 31, 2024, and assets under advisement of $210,103,336. Cooper/Haims generally requires a minimum investment of $1,000,000, but this amount may be reduced or waived. Fees are charged either as an annual fixed fee for financial planning or as a percentage of AUM. The standard fee schedule ranges from 1.10% for the first $1,000,000 to 0.35% for amounts over $10,000,001. The firm does not charge performance-based fees and does not vote proxies on behalf of clients. Clients have the option to grant discretionary trading authorization, allowing Cooper/Haims to determine securities transactions without client consent. The firm does not compensate for client referrals and does not vote proxies on behalf of clients. Cooper/Haims maintains custody of client funds under specific conditions and provides regular account statements and reports.