Copper Beech Advisors is a registered investment advisor that offers financial planning and investment advisory services to individuals and small business owners. Founded in 2009 and based in Malvern, Pennsylvania, the firm provides guidance on taxes, estate planning, risk management, and retirement planning. Copper Beech Advisors operates on a fee-only basis, meaning they do not sell insurance or investment products, nor do they accept commissions or referral fees. The firm offers two main services: an Open Retainer, which provides ongoing comprehensive planning and investment management for a fixed fee based on net worth, and a Financial Review, which is a one-time project addressing up to three specific financial topics. Copper Beech Advisors manages client portfolios on a non-discretionary basis, meaning clients must authorize specific transactions before they are placed.
Fee Structure
Investment management is included as part of the Open Retainer service, which is billed as a flat annual fee based on your total net worth:
- Up to $2.25 million — $10,000 per year ($2,500 per quarter)
- $2.25 million to $5.0 million — an additional $1,000 per year for each additional $250,000 of net worth
- $5.0 million to $10.0 million — an additional $1,000 per year for each additional $500,000 of net worth
- Over $10 million — an additional $1,000 per year for each additional $1 million of net worth
Copper Beech Advisors does not have a minimum portfolio requirement for this service.
