Colton Strawn
Colton Strawn is a CFP-designated registered investment advisor at Copperleaf Capital, LLC, based in Concord, NC, with 7 years of industry experience. Colton operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Retirement Planning. Their firm serves 314 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copperleaf Capital's fee for managing your investments is a percentage of the total value of your account, ranging from 0.25% to 2.00% per year. The exact percentage is negotiable and depends on factors like the complexity of your account and any investment restrictions. If you participate in the Dimensional Unified Managed Account program, you will pay an additional fee to Dimensional, generally 0.29% per year, subject to a $250 per year minimum.
Location
432 Copperfield Blvd Ne, Ste 206, Concord, NC, 28025-2427
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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 ActivitiesSells Insurance
Colton works as an insurance agent for Advisors Excel, holding licenses to sell health, disability, and life insurance products, including Medicare Supplement insurance. This activity takes about 10-20% of Colton's time.
Employment History
Current Registrations
Copperleaf Capital, LLC
Previous Registrations
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Vanguard Advisers, INC.
Vanguard Marketing CorporationBroker
State Registrations2 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.