Copper Ridge Wealth Management provides investment management services to individuals, high net worth clients, trusts, estates, small businesses, charitable organizations, and pension/profit sharing plans. Copper Ridge assists clients with investment management, financial planning, cash flow management, tax planning, insurance review, education funding, retirement planning, and estate planning. The firm manages investments on a discretionary basis.
Assets Under Management$15M
Clients5
AdvisorsN/A
Avg. per Client$3M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.70% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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