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
8550 United Plaza Blvd, Ste 108, Baton Rouge, LA, 70809
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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
Albert is a 100% owner of Allium Wealth Management LLC, doing business as Cetera Business. This activity takes nearly all of Albert's time.
Employment History
Current Registrations
Copper FinancialBroker
Copper Financial
Previous Registrations
Cetera Investment Advisers LLC
Cetera Investment Services LLCBroker
Allstate Financial Services, LLCBroker
Allstate Financial Advisors, LLC
Edward Jones
Edward JonesBroker
State Registrations2 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.