Copperwood Financial manages investment portfolios and provides personalized financial planning for individuals, families, and professional athletes through its Pro Athlete Wealth division. Copperwood Financial creates custom investment strategies using a tactical approach to reduce risk and enhance performance, utilizing stocks, bonds, mutual funds, exchange-traded funds, options, and private investments. The firm also offers financial planning services ranging from basic budgeting and cash flow analysis to comprehensive wealth transfer, tax strategies, and estate planning support. In addition, Copperwood Financial provides retirement plan consulting for employers and specialized high-yield cash management solutions.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.75% |
| $3M+ | 0.65% |
Fees are negotiable at the sole discretion of Copperwood Financial. Cash management accounts on the Flourish Cash platform incur an additional non-negotiable fee of 0.10%.