Copley Investment Management (CIM), founded in 1985, manages investments for individuals, families, and small business retirement plans. CIM also provides business valuations for legal matters and international consulting services. CIM uses a top-down approach to investing, diversifying across asset classes based on a client's risk tolerance. Exchange-traded funds (ETFs) are generally used as the foundation of portfolios, with individual securities used depending on the client's risk tolerance.
Assets Under Management$250M
Clients507
Advisors2
Avg. per Client$490K
Avg. per Advisor$120M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees may be negotiable and fixed fees are available.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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