James Copper
James Copper is a CFP-designated registered investment advisor at Skinner, Copper & Ehmen Wealth Management, LLC, based in Monroe, TN, with 25 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 571 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SCE Wealth Management offers investment management through wrap accounts. Please see the separate Wrap Fee Program Brochure for complete information regarding this advisory service. If SCE Wealth Management refers you to a third party money manager, the fees for this service are debited as laid out in the Comprehensive Portfolio Management Agreement or Asset Management Agreement between you and SCE Wealth Management. This fee is in addition to any fees assessed by the chosen third party money manager.
Location
Monroe, TN
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
James owns Big Hollow Wood Art and Engraving, creating custom crafts and engraved items, dedicating about 10-20% of his time. He is also a licensed insurance agent for life and variable contracts, spending minimal time on this activity.
Employment History
Current Registrations
Skinner, Copper & Ehmen Wealth Management, LLC
Previous Registrations
NFP Securities, INC.
State Registrations2 states
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