Copper Financial
Assets Under Management
$346.1M
Number of Clients
3,412
Number of Advisors
42
Avg. Portfolio per Client
$101K
Avg. Managed per Advisor
$8.2M
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
About This Firm
Copper Financial, a registered investment advisor, provides financial planning and access to third-party investment managers. Advisors work primarily with credit union members, offering financial plans tailored to individual goals like retirement, education, and estate planning. Clients can choose between an advisory relationship with ongoing advice or a brokerage relationship for individual transactions. Copper Financial also has relationships with third-party managers to manage client accounts.
Fee Structure
Copper Financial does not directly manage client investments. Instead, they connect you with third-party investment managers. These managers charge their own fees, up to a maximum of 2.5% of your portfolio annually. Copper Financial and your advisor receive a portion of this fee as compensation for the referral. These fees are negotiable. You will also incur additional fees charged by the custodian and other third parties.
Areas of Practice
Location
9777 Ridge Drive, Suite 360, Lenexa, KS, 66219