Copeland Wealth Management provides ongoing investment management based on your individual goals and risk tolerance. They create a plan to help select a portfolio that fits your specific situation. Copeland Wealth Management also offers financial planning services covering investments, insurance, taxes, retirement, college, and debt management. They may also assist with tax preparation.
Fee Structure
Copeland Wealth Management's fees for managing your investments are based on a percentage of the value of your portfolio. The exact percentage is negotiated with each client, but it will not exceed 2.00% per year. Fees are calculated monthly based on the average daily value of your managed assets. For qualified clients, Copeland Wealth Management may implement a performance-based fee.