Copiam Wealth Management offers investment advice and manages portfolios for individuals, high net worth clients, businesses, and other organizations. They focus on global diversification and use well-researched investment factors. Financial planning services are also available on an hourly basis. Copiam works with other financial professionals to provide comprehensive advice.
Assets Under Management$18M
Clients33
Advisors1
Avg. per Client$560K
Avg. per Advisor$18M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1000K | 0.70% |
| $1.0M - $2.5M | 0.50% |
| $2.5M - $5.0M | 0.45% |
| $5.0M - $10.0M | 0.40% |
| $10M+ | 0.40% |
Fee schedule is negotiable depending on client needs, complexity of circumstances and business case.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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