Our Services
General Financial Planning
Tax Planning
Risk Management and Insurance Planning
Retirement Savings and Income Planning
Investment Planning
Estate Planning
Our All Inclusive Pricing
Most financial planning firms charge a financial planning fee as well as ongoing updates and an asset management fee. We combine the two which often results in a lower "all in" cost to you.
Total Account Value | Maximum Annual Advisory Fee |
|---|---|
Less than $1,000,000 | 1.25% |
$1,000,000 - $3,000,000 | 1.10% |
$3,000,001 - $5,000,000 | 1.00% |
$5,000,001 - $10,000,000 | 0.75% |
Over $10,000,001 | Negotiable |
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Phone:
205-536-7771
Email:
pat@copepw.com
Address:
3300 Cahaba Rd, STE 201, Birmingham, AL, 35223, United States
Cope Private Wealth is an investment adviser registered in Alabama and Texas and able to provide advisory services to clients in these states and other jurisdictions as permitted by exemption.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Past Performance is no guarantee of future results. Inherent in any investment is the potential for loss. This material is being provided for informational purposes only and nothing herein constitutes investment, legal, accounting or tax advice, or recommendation to buy, sell or hold a security. No recommendation or advise is being given as to whether any investment strategy is suitable for an particular investor. It should not be assumed that any investments in securities, companies, sectors or markets identified and described were or will be profitable.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the CFP® certification mark, the CERTIFIED FINANCIAL PLANNER™ certification mark, and the CFP® certification mark (with plaque design) logo in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Investments & Wealth Institute® (the Institute) is the owner of the certification marks "CPWA®," and "Certified Private Wealth Advisor." Use of CPWA®, and/or Certified Investment Management Analyst signifies that the user has successfully completed the Institute's initial and ongoing credentialing requirements for investment management professionals.
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