Steven Hooyman
Steven Hooyman is a CFP-designated registered investment advisor at Copper Harbor Investment Advisors, LLC, based in Appleton, WI, with 26 years of industry experience. Steven operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 228 clients with $670M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 0.95% |
| $2.5M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees negotiable for accounts over $20,000,001. Retirement plans have negotiated and customized fees. A non-managed asset fee arrangement is also available at usually 0.50% or less.
Fee Estimator
Location
250 North Metro Drive, Suite A, Appleton, WI, 54913
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Copper Harbor Investment Advisors, LLC
Previous Registrations
Baker Tilly Investment Advisors
Schenck Investment Solutions LLC
State Registrations3 states
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