Copper Harbor Investment Advisors provides ongoing investment advice and financial planning to individuals, high net worth individuals, pension and defined contribution plans, trusts, estates, charitable organizations, corporations, and other business entities. Copper Harbor Investment Advisors manages investments for clients based on their individual needs and goals. They create portfolios using stocks, bonds, mutual funds, and exchange traded funds. They also offer retirement plan services and self-directed accounts.
Assets Under Management$670M
Clients228
Advisors6
Avg. per Client$2.9M
Avg. per Advisor$110M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,001. Retirement plans have negotiated and customized fees. A non-managed asset fee arrangement is also available at usually 0.50% or less.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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