COPIA Wealth Management offers investment advice tailored to clients' needs and investment goals. They provide both discretionary and non-discretionary portfolio management services, often developing a financial plan in conjunction with investment advice. COPIA may invest client assets according to model portfolios with varying degrees of risk tolerance. They also use a third-party platform to manage held-away assets such as defined contribution plan participant accounts.
Assets Under Management$160M
Clients288
Advisors4
Avg. per Client$550K
Avg. per Advisor$39M
Fee Structure
Planning is included in investment management
Minimum Annual Fee:$250
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $350K | 1.75% |
| $350K - $750K | 1.50% |
| $750K - $1.5M | 1.25% |
| $1.5M - $4.0M | 1.00% |
| $4.0M - $10.0M | 0.85% |
| $10M+ | 0.75% |
Fees may be negotiable. At Adviser's discretion, Adviser may combine/bundle the account values of family members living in the same household to determine the applicable advisory fee.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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