Timothy Caban is a CFP-designated registered investment advisor at Copper Beech Advisors, LLC, based in Malvern, PA, with 16 years of industry experience. Timothy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 128 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management is included as part of the Open Retainer service, which is billed as a flat annual fee based on your total net worth:
- Up to $2.25 million — $10,000 per year ($2,500 per quarter)
- $2.25 million to $5.0 million — an additional $1,000 per year for each additional $250,000 of net worth
- $5.0 million to $10.0 million — an additional $1,000 per year for each additional $500,000 of net worth
- Over $10 million — an additional $1,000 per year for each additional $1 million of net worth
Copper Beech Advisors does not have a minimum portfolio requirement for this service.
Contact
Timothy Caban
Location
5 Great Valley Parkway, Suite 210, Malvern, PA, 19355
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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 →Employment History
Current Registrations
Copper Beech Advisors, LLC
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.
Exams
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