Robert Brown is a registered investment advisor at Copper River Advisors LLC, based in Englewood, CO, with 9 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 49 clients with $88M 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 $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Certain client accounts may be subject to a third-party portfolio management fee. CRA may specifically direct clients to BlackRock and Agincourt. The annual fee schedules are as follows: Total Assets CRA’s Fee BlackRock’s Fee Total Fee $1 - $5,000,000 1.00% 0.10% 1.10% $5,000,000 + 0.75% 0.10% 0.85% Total Assets CRA’s Fee Agincourt’s Fee Total Fee $1 - $5,000,000 1.00% 0.25% 1.25% $5,000,000 + 0.75% 0.25% 1.00%
Fee Estimator
Location
383 Inverness Parkway Suite 120, Englewood, CO, 80112
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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 River Advisors LLC
Previous Registrations
Copper River Advisors LLC
State Registrations2 states
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