Our Fee Structure

You deserve objective, independent financial advice that’s motivated by your needs.

At Cooper/Haims, we share that view. It’s an approach that mirrors our philosophy and shapes every decision we make. That’s why we choose to do business as a fee-based advisor, and have been doing business this way since well before fee-based asset and client management became the preferred method of wealth management. And there’s flexibility in our fee schedules, enabling us to tailor our services to maximize value and meet your unique needs.

As a Registered Investment Advisor, we are honor-bound and legally required to put your interests first. No proprietary products. No hidden agenda. Just independent, objective, experienced and professional advice. Like you deserve.