Tanner Copeland is a registered investment advisor at Pinion Wealth Management, LLC, based in Wichita, KS. Tanner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 551 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Pinion Wealth Management offers asset management services where they make investment recommendations and changes to your managed account. They implement an individualized investment program for your account, crafting a specific investment strategy and policy based on your goals. They may use model portfolios or allocation strategies provided by sub-advisors or introduce you to investment managers.
Fees are based on a percentage of assets under management and are paid quarterly in advance. The percentage generally decreases as the amount of assets increases. Fees may be negotiable in limited circumstances. If the agreement is terminated, unearned fees will be refunded.
Location
1605 North Waterfront Parkway, Suite 200, Wichita, KS, 67206
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Pinion Wealth Management, LLC
State Registrations1 state
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