Brandon Henrie is a CFP-designated registered investment advisor at Copperlion Investments, based in St. George, UT, with 15 years of industry experience. Brandon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 38 clients with $4.7M 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 $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
CopperLion does not negotiate its management fee, but reserves the right to offer discounts to select friends, employees, and family.
Fee Estimator
Location
St. George, UT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brandon works as a retirement planning advisor for the Utah Retirement System (URS), providing asset allocation advice on retirement accounts. He dedicates full-time hours to this position.
Employment History
Current Registrations
Copperlion Investments
Previous Registrations
Edward Jones
State Registrations1 state
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