Adam Eiklor is a registered investment advisor at Copper Leaf Financial, LLC, based in Williston, VT. Adam operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 6 more. Their firm serves 155 clients with $220M 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 | 1.25% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.5M | 0.55% |
| $3.5M - $10.0M | 0.33% |
| $10M+ | 0.30% |
Minimum fee of $1,250 per quarter ($5,000 per year). Annualized fees will not exceed 2%. Fees may be charged as a flat retainer fee on a case-by-case basis as an equivalent to the asset-based arrangement.
Fee Estimator
Location
33 Blair Park Road, Suite 203, Williston, VT, 05495
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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 Leaf Financial, 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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