EB
CFA
EB
CFA
Eric Brown is a CFA-designated registered investment advisor at Copeland Capital Management, LLC, based in Conshohocken, PA, with 22 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,983 clients with $4.1B in assets under management.
Compensation
Fee-Only (% of Portfolio)
Firm Size
13 advisors
Number of Clients
1,983 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$4.1B
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.70% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.60% |
Fee schedule represents the Smid Cap Dividend Growth strategy. Other strategies have different fee schedules. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (1)
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Criminal
July 1990Final Disposition
Employment History
Current Registrations
Copeland Capital Management, LLC
July 2005 - Present · 20 yrs 9 mos
Previous Registrations
The Colony Group, LLC
May 2003 - July 2005 · 2 yrs 2 mos
State Registrations1 state
MA
Advisor
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
No exam information available for this advisor.