Copper Beech Wealth Management is a registered investment advisor based in Mansfield, Massachusetts, that offers personalized portfolio management and financial planning services to individuals and high-net-worth families. Copper Beech creates custom investment portfolios primarily using exchange-traded funds and mutual funds, taking into account each client's specific goals, time horizon, and risk tolerance. In addition to managing investments, Copper Beech provides comprehensive financial planning covering retirement, taxes, insurance, estate planning, education funding, and debt management. The firm operates with a legal obligation to act in your best interest. Copper Beech does not require any minimum account size to work with clients.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable based on relationship size, household asset combination, and level of services needed.