Lori Copeland is a registered investment advisor at Sparta Wealth Partners, based in Charlotte, NC, with 4 years of industry experience. Lori operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 190 clients with $270M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Sparta Wealth Partners' investment management fees are negotiable, but will not exceed 2.00% annually. Fees are charged monthly, either in advance or after the fact, based on the value of your account. For clients choosing a Long/Short strategy with a sub-advisor, there's a 1.00% annual asset-based fee and a 10% performance-based fee. Held away 401k accounts may have lower fees.
Location
4500 Cameron Valley Parkway, Suite 130, Charlotte, NC, 28211
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Regulatory History (2)
Regulatory
February 2024Employment Separation After Allegations
January 2023Employment History
Current Registrations
Sparta Wealth Partners
Previous Registrations
Independent Advisor Alliance, LLC
LPL Financial LLCBroker
State Registrations3 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.