Robert Copeland
Robert Copeland is a registered investment advisor at Copeland Wealth Management, LLC, based in Clarksville, TN, with 23 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 86 clients with $52M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copeland Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The exact percentage is negotiated with each client, but it will not exceed 2.00% per year. Fees are calculated monthly based on the average daily value of your managed assets. For qualified clients, Copeland Wealth Management may implement a performance-based fee.
Location
124 Franklin Street, Clarksville, TN, 37040
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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 →Other Business Activities
Robert owns and manages rental properties, dedicating a few hours per week. He also works as an industry arbitrator for FINRA, spending minimal time on this activity.
Employment History
Current Registrations
Copeland Wealth Management, LLC
Previous Registrations
Invest Financial Corporation
Onb Investment Services,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.