Leah Copertino is a registered investment advisor at Go Fish Finance, LLC, based in Louisville, CO, with 1 years of industry experience. Leah 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, Investment Management, and 2 more. Their firm serves 7 clients.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Go Fish Finance offers investment management as part of the Voyager Program. The firm charges a flat annual fee for investment management, ranging from $2,000 to $15,000 per year. The fee depends on portfolio complexity, the number of accounts, and investment strategy requirements. Because it's a flat fee, the effective percentage rate will vary based on account size. Fees are billed quarterly in advance.
Location
1493 Mckinley Pl, Louisville, CO, 80027
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Leah is an Enterprise Account Lead at Airbnb, dedicating about full-time hours to this role.
Employment History
Current Registrations
Go Fish Finance, LLC
State Registrations1 state
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