Charles Copeland is a registered investment advisor at Elevage Partners, LLC, based in Marsing, ID, with 25 years of industry experience. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 371 clients with $150M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
371 clients
Average Client Portfolio
$396K average
Assets Under Management
$147.0M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$5,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $7.0M | 0.70% |
| $7.0M - $9.0M | 0.60% |
| $9M+ | 0.50% |
Minimum annual fee of $5,000. Fees are negotiable. Discounts may be offered to family members and friends of associated persons.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Marsing, ID
Get directionsHistory
Regulatory History (1)
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Customer Dispute
December 2010Pending
Employment History
Current Registrations
Elevage Partners, LLC
December 2024 - Present · 1 yr 4 mos
Previous Registrations
Elevage Partners, LLC
May 2018 - July 2024 · 6 yrs 2 mos
Elevage Partners, LLC
December 2011 - December 2016 · 5 yrs
Copeland Wealth Management
October 1998 - December 2011 · 13 yrs 2 mos
State Registrations1 state
CA
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.