Copper Leaf Financial provides comprehensive wealth management services to individuals, families, trusts, charitable organizations, pensions, and corporations. Their services include financial planning, investment management, and advanced planning. Financial planning involves analyzing a client’s financial circumstances, investments, savings, cash flow, goals, taxes, retirement plans, liabilities, and estate plans. Investment management includes creating an investment policy statement and managing investments to help clients achieve their financial goals.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 0.70% |
| $1.0M - $3.5M | 0.55% |
| $3.5M - $10.0M | 0.33% |
| $10M+ | 0.30% |
Copper Leaf may aggregate the value of related family members’ account balances for billing purposes. In lieu of a fee based on a percentage of assets under management, Copper Leaf may charge a flat retainer fee. This will be determined on a case-by-case basis, based on a formula which fairly reflects an equivalent to our asset-based arrangement.
