COOPER/HAIMS ADVISORS, LLC
Victor, New York
Cooper/Haims Advisors, LLC, headquartered in Victor, NY, is a well-established local investment advisory firm with a strong presence in the financial industry. With one office location, they have positioned themselves as a trusted partner for individuals seeking comprehensive wealth management solutions. Led by a team of experienced professionals, Cooper/Haims Advisors, LLC boasts a total of 13 dedicated employees, 9 of whom specialize in providing expert investment advisory services. The firm's advisors have an impressive track record, demonstrating their commitment to delivering personalized strategies that align with their cli...
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Assets Under Mgmt

$880.84M

Investment Professionals

9

Locations

0

% 401K & Individual

5%

% Discretionary

82%
Compensation Structure
A percentage of assets under your management
Hourly Charges
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
Selection of other advisers
Educational seminars/workshops
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