Copper Beech Advisors (CBA) offers financial planning and investment advisory services to individuals and small business owners. CBA provides services to meet client’s investment, tax, estate planning, risk management, and retirement planning needs. CBA does not sell insurance or investment products, nor does it accept commissions. CBA manages assets on a non-discretionary basis, meaning the client must authorize each transaction.
Fee Structure
Copper Beech Advisors (CBA) offers investment management as part of its Open Retainer service, which includes comprehensive financial planning for a fixed annual fee. CBA implements the sale/and or purchase of investments when authorized to do so by the client on a non-discretionary basis. The client must authorize the specific transaction(s) to be placed.
