COOPER/HAIMS ADVISORS, LLC
SEC RegisteredIndependent financial advice built around you.
About the firm
Cooper/Haims Advisors, LLC is an SEC-registered Investment Advisor and subsidiary of ESL Investment Services, LLC, offering independent, experienced, and professional financial advice. The firm provides a personalized and comprehensive approach that integrates tax preparation and tax planning expertise with elevated personal service. It joined ESL's wealth management line of business in October 2019.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Wealth management services including tax preparation, tax planning, and independent financial advice with no proprietary products.
Who they serve
Clients with typical account sizes of $2 million or more.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 226 | $83M |
| High Net Worth Individuals | 292 | $1.0B |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | — |
| Pension/Profit Sharing Plans | 0 | — |
| Charitable Organizations | 0 | — |
| State/Municipal Entities | 4 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | — |
18 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
9 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| First $0-$1,000,000 | 1.10% |
| Next $1,000,001-$2,500,000 | 0.75% |
| Next $2,500,001-$5,000,000 | 0.60% |
| Next $5,000,001-$10,000,000 | 0.50% |
| Next $10,000,001 and up | 0.35% |
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. COOPER/HAIMS ADVISORS, LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.