Tiffany Young
Tiffany Young is a registered investment advisor at Coppell Advisory Solutions LLC, based in Livonia, MI, with 7 years of industry experience. Tiffany operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 9,336 clients with $1.1B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees are negotiable for portfolios over $2,500,000.
Fee Estimator
Location
29432 Joy Rd, Livonia, MI, 48150
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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 ActivitiesSells Insurance
Tiffany is an investment advisor representative (IAR) with Coppell Advisory Solutions LLC dba Fusion Capital Management, spending full-time hours managing client accounts and providing advice. She also works as an independent insurance agent and provides insurance advice, dedicating about half of her time to these activities.
Employment History
Current Registrations
Coppell Advisory Solutions LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Coppell Advisory Solutions LLC
Corecap Advisors
State Registrations16 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.