Eric Brown
Eric Brown is a CFA-designated registered investment advisor at Copeland Capital Management, LLC, based in Conshohocken, PA, with 23 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 1,983 clients with $4.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10M+ | 0.80% |
Schedule reflects the Small Cap Dividend Growth strategy. Copeland offers multiple strategies with varying fee schedules and account minimums ranging from $250,000 to $10,000,000. Fees are negotiable.
Fee Estimator
Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
Criminal
July 1990Employment History
Current Registrations
Copeland Capital Management, LLC
Previous Registrations
The Colony Group, LLC
State Registrations1 state
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.
Exams
More Advisors
- Mark Giovanniello, CFACopeland Capital Management, LLC
- Victoria Abaev, CFPWealthfd
- Brian Maxwell, CFA
- Gretchen Regan, CFAPathstone
- Steven Lehman, CFPWells Fargo Advisors
- Joseph Hogan, CFPWealthfd