Louis Bennett is a registered investment advisor at Copia Wealth Management, based in Bend, OR, with 9 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 288 clients with $160M 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 $350K | 1.75% |
| $350K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable. At Adviser's discretion, Adviser may combine/bundle the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Location
572 SW Bluff Drive #100, Bend, OR, 97702
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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
Louis is the Head Boys Golf Coach at Bend Senior High School since 2018. This paid position requires about 15 hours per week of his time during the 10-week season.
Employment History
Current Registrations
Copia Wealth Management
Previous Registrations
Securities America, INC.Broker
Arbor Point Advisors
Kms Financial Services, INC
Kms Financial Services, INC.Broker
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.