Copper Beech Financial Group, LLC
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Copper Beech Financial Group (CBFG) provides ongoing portfolio management based on individual client goals and risk tolerance. CBFG also offers financial planning services covering areas like retirement, taxes, and estate planning. Additionally, CBFG provides family office services, including next-generation advice and cash flow management. CBFG may recommend sub-advisers to manage client portfolios.
Assets Under Management$190M
Clients254
Advisors3
Avg. per Client$740K
Avg. per Advisor$63M
Fee Structure
Minimum Investment:$5M
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. If the SIMC platform is utilized, clients will also be charged a model manager and platform fee. Alternative investments may be excluded from billing.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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