James Etten is a registered investment advisor at Copper River Advisors LLC, based in Englewood, CO, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $88M 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% |
| $5M+ | 0.75% |
Fees are generally negotiable. Certain client accounts may be subject to a third-party portfolio management fee. CRA may specifically direct clients to BlackRock and Agincourt. The annual fee schedules are as follows: Total Assets CRA’s Fee BlackRock’s Fee Total Fee $1 - $5,000,000 1.00% 0.10% 1.10% $5,000,000 + 0.75% 0.10% 0.85% Total Assets CRA’s Fee Agincourt’s Fee Total Fee $1 - $5,000,000 1.00% 0.25% 1.25% $5,000,000 + 0.75% 0.25% 1.00%
Fee Estimator
Location
383 Inverness Parkway Suite 120, Englewood, CO, 80112
Get directionsHistory
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 Activities
James is a partner at Copper River Software, a SaaS fintech company, since September 2024. He spends about 10-20% of his time on this non-investment related activity.
Employment History
Current Registrations
Copper River Advisors LLC
Previous Registrations
Copper River 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.