Lucy Valandra is a CFP-designated registered investment advisor at Copper Beech Wealth Management, based in Pinckney, MI, with 2 years of industry experience. Lucy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 73 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on relationship size, household asset combination, and level of services needed.
Fee Estimator
Location
Pinckney, MI
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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 Beech Wealth Management
Previous Registrations
Copper Beech Wealth Management
Stephens Consulting, LLC
Meridian Financial Partners LLC
State Registrations1 state
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.
Exams
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