CopperLion Investments offers both portfolio management (discretionary and non-discretionary) and financial planning services. They work with clients to determine investment objectives, risk tolerance, and financial conditions to develop a tailored strategy. Financial planning covers investment, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$4.7M
Clients38
Advisors1
Avg. per Client$120K
Avg. per Advisor$4.7M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.50% |
| $1.0M - $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
CopperLion does not negotiate its management fee, but reserves the right to offer discounts to select friends, employees, and family.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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