Breanna Sykes is a CFP-designated registered investment advisor at Copper Leaf Financial, LLC, based in Williston, VT, with 8 years of industry experience. Breanna operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 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% |
Minimum fee of $1,250 per quarter ($5,000 per year). Annualized fees will not exceed 2%. Fees may be charged as a flat retainer fee on a case-by-case basis as an equivalent to the asset-based arrangement.
Fee Estimator
Contact
Breanna Sykes
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 →Employment History
Current Registrations
Copper Leaf Financial, LLC
Previous Registrations
Cetera Advisors LLC
Cetera Advisors LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Hd Vest Investment ServicesBroker
State Registrations1 state
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.
Exams
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