Maura Copsey is a registered investment advisor at Captrust, based in Greenville, SC, with 27 years of industry experience. Maura operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
1116 South Main Street, Greenville, SC, 29601-3300
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2010Other Business Activities
Maura is a member of the Christ Church Endowment Committee, reviewing investment allocation and performance, spending about an hour per month. She is also an advisory board member for Friends of Cleveland Park, a 501c3 organization, dedicating about 10-20% of her time to promoting and supporting the park.
Employment History
Current Registrations
Captrust
Previous Registrations
Nachman Norwood & Parrott, INC.
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Brokerage Services, INC.Broker
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.