Ryan Peterson
Ryan Peterson is a CFP, ChFC-designated registered investment advisor at Copperleaf Capital, LLC, based in Concord, NC, with 24 years of industry experience. Ryan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 314 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copperleaf Capital's fee for managing your investments is a percentage of the total value of your account, ranging from 0.25% to 2.00% per year. The exact percentage is negotiable and depends on factors like the complexity of your account and any investment restrictions. If you participate in the Dimensional Unified Managed Account program, you will pay an additional fee to Dimensional, generally 0.29% per year, subject to a $250 per year minimum.
Location
432 Copperfield Blvd Ne, Ste 206, Concord, NC, 28025-2427
Get directionsHistory
Regulatory History (1)
Criminal
May 1997Other Business ActivitiesSells Insurance
Ryan is an insurance producer, holding licenses to sell health, disability, and life insurance products, including Medicare Supplement insurance. This activity requires about 10-20% of his time.
Employment History
Current Registrations
Copperleaf Capital, LLC
Previous Registrations
Metlife Securities INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.