Copia Wealth Management Advisors (CWMA) provides discretionary investment advisory services by selecting third-party asset management firms to manage client assets. CWMA monitors these managers and maintains client relationships. CWMA also offers financial planning services covering financial management, independence, tax, investment, risk, estate planning, and insurance. CWMA may recommend other financial professionals at the client's request but is not compensated for these referrals.
Assets Under Management$20M
Clients86
Advisors3
Avg. per Client$230K
Avg. per Advisor$6.6M
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
This is CWMA's fee only and does not include the sub-advisor's fee. Combined fees can be up to 1.75% depending on the sub-advisor. Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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