Copperleaf Capital helps individuals and families plan for and navigate retirement. The firm offers comprehensive financial planning covering personal budgets, taxes, insurance, retirement income strategies, and estate planning. In addition, Copperleaf Capital builds and manages custom investment portfolios using mutual funds, exchange-traded funds, and individual stocks based on each client's risk tolerance and financial goals. The firm also provides digital currency management and retirement plan consulting for businesses. Copperleaf Capital operates as a subsidiary of Brookstone Capital Management.
Assets Under Management$280M
Clients314
Advisors4
Avg. per Client$900K
Avg. per Advisor$70M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees range from 0.25% to 2.00% annually depending on account size and complexity, and are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...