Copper River Advisors (CRA) offers custom portfolio strategies to individuals, high-net-worth individuals, and corporations. CRA creates an Investment Policy Statement (IPS) for each client, outlining their financial situation, goals, and risk tolerance. CRA manages investments on a discretionary basis, selecting securities and executing transactions without prior client permission. CRA generally invests in mutual funds, fixed income securities, equities, ETFs, and treasury inflation protected/inflation linked bonds. CRA also utilizes wealth.com estate planning software for its clients.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are generally negotiable. Certain client accounts may be subject to a third-party portfolio management fee. CRA may specifically direct clients to BlackRock and Agincourt. The annual fee schedules are as follows: Total Assets CRA’s Fee BlackRock’s Fee Total Fee $1 - $5,000,000 1.00% 0.10% 1.10% $5,000,000 + 0.75% 0.10% 0.85% Total Assets CRA’s Fee Agincourt’s Fee Total Fee $1 - $5,000,000 1.00% 0.25% 1.25% $5,000,000 + 0.75% 0.25% 1.00%