Copley Financial Group provides investment management services to clients through direct asset management, Orion Portfolio Solutions, and co-advisor relationships with third-party money managers. Copley Financial Group also holds seminars and workshops. Clients can impose restrictions on investments. Copley Financial Group may recommend fee-based alternative investments.
Assets Under Management$320M
Clients1,350
Advisors8
Avg. per Client$240K
Avg. per Advisor$40M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. Advisor charges a flat annual fee of 1% on fee-based alternative investments. The account value of the alternative investments will not be included in the account householding for calculating fees for other accounts managed by Advisor.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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