Adam Wojtkowski is a CFP-designated registered investment advisor at Copper Beech Wealth Management, based in Mansfield, MA, with 17 years of industry experience. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 73 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable and may differ based on relationship size, accounts within the same household, employee/family related accounts, level of services needed, and sub-advisors.
Fee Estimator
Location
20 Cabot Blvd., Suite 300, Mansfield, MA, 02048
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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 Wealth Management
Previous Registrations
Northwest Asset Management
Smith, Salley & Associates, LLC
Beaumont Financial Partners LLC
Cco Investment Services CORP.
LPL Financial LLC
Strategic Advisers, INC.
State Registrations4 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.