Copperline Wealth Management & Planning provides investment advice and creates portfolios for clients using stocks, bonds, exchange-traded funds (ETFs), and mutual funds. They also offer financial planning services, including retirement planning, tax planning, and estate planning. Additionally, Copperline provides consulting services for employer-sponsored retirement plans.
Assets Under Management$120M
Clients444
Advisors2
Avg. per Client$270K
Avg. per Advisor$59M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable for accounts over $5MM.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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