Advisor at Covered Bridge Financial LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Covered Bridge Financial LLC
Location
Califon, NJ
Credentials
ChFC®, Series 63
Industry experience
16 years
David Cooley is a financial advisor at Covered Bridge Financial LLC with 16 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to his current role, he worked as an independent insurance agent for 12 years. Covered Bridge Financial LLC provides discretionary investment management and financial planning services primarily to individuals, high-net-worth individuals, and trusts. The firm uses a combination of fundamental and technical analysis with a long-term focus and incorporates a variety of investment instruments, including low-cost mutual funds, ETFs, individual stocks and bonds, as well as more complex strategies when appropriate.
Based on Covered Bridge Financial LLC
Based on Covered Bridge Financial LLC
Fixed fees for financial planning generally ranging from $300 to $5,000
$0 - $350,000: $750 fixed quarterly fee $350,000+: 0.40% to 0.90% annually based on asset size, complexity, and relationship
Up to $300 per hour for financial planning and consulting services
Account minimum: $350,000 relationship minimum (occasionally waived) Minimum fee: Fixed fee of $750 per quarter for accounts below minimum relationship size Fee-only: Investment advisory fees based on AUM and fixed fees for smaller accounts; financial planning fees charged hourly up to $300/hour or fixed fees $300 to $5,000
Califon, NJ
New Jersey · Pennsylvania
Independent Insurance Agent
2010 - 2022 (12 years)
Covered Bridge Financial LLC
2009 - Present (17 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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