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Cope Corrales
Washington, District of Columbia
Cope Corrales is a well-established investment advisory firm based in Washington, DC, with three offices. With a clientele of over 540 individuals, they expertly manage assets totaling more than $140,851,000. Cope Corrales specializes in advising both employer 401K plans and individual investors, showcasing their extensive experience in this domain.
Operating under a discretionary management approach, Cope Corrales assumes full responsibility for making investment decisions on behalf of their clients. Their compensation structure offers various options, including a percentage of assets under management and fixed fees, ensuring a ...see more
Assets Under Mgmt
$140.85M
Investment Professionals
6
Locations
2
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other: PRIVATE PLACEMENT CONSULTING
Reviews for Cope Corrales
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