Cope Connelly's Form ADV discloses 1.75% on the first $500,000, 1.30% on the next $2.5 million, 1.00% on the next $2 million, 0.85% on the next $5 million, and 0.75% on assets above $10 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #311665), Cope Connelly is subject to fiduciary duty under federal law.
Cope Connelly is headquartered in ARLINGTON, VA.
Cope Connelly serves 68 high-net-worth clients according to their SEC filing dated July 23, 2026. View client details ↓
According to their SEC Form ADV, Cope Connelly offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
Cope Connelly manages $151 million in client assets according to their SEC filing dated July 23, 2026.
According to their SEC Form ADV, Cope Connelly serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓