Sara Schauermann
Sara Schauermann is a CFP-designated registered investment advisor at Copperline Wealth Management & Planning, based in Cody, WY, with 12 years of industry experience. Sara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 444 clients with $120M 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5MM.
Fee Estimator
Location
1517 Rumsey Avenue, Cody, WY, 82414
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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
Sara is involved with several DBAs under SMH Group, LLC and provides investment advisory services through Financial Advocates Investment Management, LLC, spending full-time hours on these activities. Sara also has ownership in real estate holding companies, dedicating minimal time to these ventures.
Employment History
Current Registrations
Copperline Wealth Management & Planning
LPL Financial LLCBroker
Previous Registrations
Financial Advocates Investment Management
Level Four Advisory Services
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations11 states
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