Copley Financial Group provides asset management services on both a discretionary and non-discretionary basis. Copley Financial Group determines individual investment goals, time horizons, objectives, and risk tolerance to build customized portfolios. The firm also utilizes third-party money managers and sub-advisors to manage client assets across various portfolio strategies. Additionally, Copley Financial Group recommends fee-based alternative investments and works with affiliated businesses to offer insurance and mortgage products.
Assets Under Management$330M
Clients2,690
Advisors10
Avg. per Client$120K
Avg. per Advisor$33M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Minimum Annual Fee:$1,450
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.45% |
| $100K+ | 1.45% |
Accounts $100,000 or less are subject to a $1,450 minimum annual fee. Alternative investments are charged a flat 1% annual fee. Third-party manager programs charge separate rates ranging from 1.00% to 1.70%.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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