Paul R. Kopey & Associates
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$12,687,000
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,812,429
About
The firm provides project‑based and comprehensive financial and investment advice, planning and consulting on a fee‑only basis to trustees, executors, individuals, high‑net‑worth families, and business owners. Services include ongoing portfolio management and financial consultations as well as business advisory, administration and accounting work, and fiduciary tax‑return preparation.
The firm’s investment process is individualized and goals‑based, using Investment Policy Statements to set objectives and implementing strategic and tactical asset allocations largely through mutual funds, exchange‑traded funds and select fixed‑income securities. As disclosed in the firm brochure, it managed $9.6 million of liquid client assets as of December 31, 2013 (approximately $8.1 million discretionary and $1.5 million nondiscretionary), conducts reviews on a weekly to quarterly basis depending on the engagement, and does not pursue frequent trading.
What is distinctive is that the advisory practice is integrated with accounting and trust administration capabilities: the firm routinely provides principal and income accounting, recordkeeping, tax‑related services and trust administration alongside investment advice. That integration, and the regular advisory work for business owners and fiduciary clients, means the firm often combines investment management with hands‑on tax, accounting and administrative support not commonly offered by peer independent advisers.
Client services
Financial planning
Portfolio management
Expertise
Business sale tax planning
Business ownership considerations
Business succession planning
General tax planning
Wealth management
Occupation focus
Founder/Business Owner
Fee options
Quarterly fixed fees for ongoing trust engagements or advisory relationships, minimum $500 per quarter
$0 - $1,000,000: 0.75% annually $1,000,001 - $5,000,000: 0.65% to 0.35% annually sliding scale $5,000,001+: 0.35% annually
$185 to $225 per hour for financial consultations; $95 to $150 per hour for administration and accounting services; $95 to $225 per hour for fiduciary tax preparation and related tax services
Account minimum: $1,500 (minimum quarterly fee for ongoing investment advisory services) Minimum fee: Minimum quarterly fee of $1,500 for ongoing investment advisory services; minimum quarterly fixed fee of $500 for trust administration Fee-only: Fee-only advisor; no commissions or sales charges received
Main office location
Paul R. Kopey & Associates
Chester Springs PA, United States
Number of offices
1
Most active in
Paul R. Kopey & Associates has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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