Robert Copeland
Robert Copeland is a CFP-designated registered investment advisor at Professional Financial Solutions, LLC, based in Fairfax, VA, with 17 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 279 clients with $410M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
These fees are not negotiable. No fee is charged against employer retirement plans or 529 educational savings accounts, or for money market investments held in a taxable account. Certain assets in client accounts will not be billed, such as cash in taxable accounts and specifically identified legacy investment positions. Exclusion of these assets can place Client assets in a higher fee rate due to the exclusion.
Fee Estimator
Contact
Robert Copeland
Location
10517A West Drive, Fairfax, VA, 22030-8144
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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
Professional Financial Solutions, LLC
Previous Registrations
Madison Wealth Management
USAA Financial Planning Services
USAA Financial Advisors, INC.Broker
Edward Jones
Edward JonesBroker
Lake Street Advisors, LLC
Keel Point Advisors, LLC
American Securities Group, INC.Broker
Private Consulting Group, INC.
Private Consulting Group, 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.
Exams