Copper Range Wealth Management provides ongoing portfolio management, comprehensive financial planning, and retirement plan consulting. The firm builds personalized investment portfolios based on each client's goals, time horizon, and risk tolerance using fundamental analysis and modern portfolio theory. Copper Range Wealth Management specializes in tailoring advice through holistic reviews of cash flow, tax considerations, legacy goals, and existing positions. Services cover investment planning, life insurance, taxes, retirement, college savings, and debt management, utilizing mutual funds, fixed income, annuities, equities, and exchange-traded funds.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.40% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.5M | 0.90% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $8.0M | 0.60% |
| $8M+ | 0.40% |
Fees are generally negotiable. Billed quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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