Areas of Practice
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Copper Financial does not directly manage client investments. Instead, they connect you with third-party investment managers. These managers charge their own fees, up to a maximum of 2.5% of your portfolio annually. Copper Financial and your advisor receive a portion of this fee as compensation for the referral. These fees are negotiable. You will also incur additional fees charged by the custodian and other third parties.
Location
7714 State Ave, Kansas City, KS, 66112
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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
Caleb works as a delivery driver for DoorDash. This activity takes a few hours per week and is not investment-related.
Employment History
Current Registrations
Copper Financial
Copper FinancialBroker
Previous Registrations
Commerce Brokerage 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.