Copperleaf Capital helps clients reach retirement with confidence through financial planning and wealth management. They offer financial planning, portfolio management, insurance product recommendations, and retirement plan consulting. Copperleaf works with clients to understand their values and goals to create a financial plan tailored to their needs. They also offer digital currency management services.
Fee Structure
Copperleaf Capital's fee for managing your investments is a percentage of the total value of your account, ranging from 0.25% to 2.00% per year. The exact percentage is negotiable and depends on factors like the complexity of your account and any investment restrictions. If you participate in the Dimensional Unified Managed Account program, you will pay an additional fee to Dimensional, generally 0.29% per year, subject to a $250 per year minimum.