Bret Hodgdon is a CFP-designated registered investment advisor at Copper Leaf Financial, LLC, based in Williston, VT, with 16 years of industry experience. Bret operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 155 clients with $220M 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 $500K | 1.25% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.5M | 0.55% |
| $3.5M - $10.0M | 0.33% |
| $10M+ | 0.30% |
Copper Leaf may aggregate the value of related family members’ account balances for billing purposes. In lieu of a fee based on a percentage of assets under management, Copper Leaf may charge a flat retainer fee. This will be determined on a case-by-case basis, based on a formula which fairly reflects an equivalent to our asset-based arrangement.
Fee Estimator
Location
33 Blair Park Road, Suite 203, Williston, VT, 05495
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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
Bret is a member of a real estate partnership (33 Blair Park, LLC) since 2009 and a member of Lost and Found, LLC, a rental real estate LLC. He is also a partner and owner in Davis & Hodgdon Associates CPAs, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Copper Leaf Financial, LLC
Previous Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
State Registrations1 state
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