Copper Square Private Wealth (CSPW) manages investment portfolios and offers financial planning services. CSPW works with clients to create personalized investment plans based on their goals and risk tolerance. Financial planning services cover areas like business planning, cash flow management, college savings, retirement planning, tax planning, and estate planning. CSPW also uses third-party managers for portfolio management.
Assets Under Management$82K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$82K
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees are negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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