Assets Under Management
$78.8M
Number of Clients
204
Number of Advisors
3
Average Client AUM
$386K
AUM per Advisor
$26.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
Copperwood Financial provides fee-based investment advisory and financial planning services, managing portfolios on a discretionary basis. They use a tactical allocation strategy to reduce risk and increase performance, utilizing various securities and funds. They also offer financial planning services at two tiers, with fixed fees, and hourly services for specific needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees may be negotiated.
745 Mcclintock Dr., Suite 308, Burr Ridge, IL, 60527