Copeland Capital Management offers investment management services to individuals, investment companies, pension plans, trusts, estates, and other entities. Copeland manages accounts on a discretionary or non-discretionary basis, tailoring services to client needs and objectives. Copeland employs a conservative and disciplined investment philosophy, consistently implemented across all strategies. Copeland also provides model portfolios to sponsors or third-party firms.
Assets Under Management$4.1B
Clients1,983
Advisors13
Avg. per Client$2M
Avg. per Advisor$310M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee schedule represents the Smid Cap Dividend Growth strategy. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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