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Charles Lawrence Copeland
Elevage Partners, LLC
25 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Financial Planning & Coaching
Retirement Planning
Tax Planning
Estate Planning
High Net Worth
Elevage Partners, LLC
Compensation
Fee-Only (AUM)
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
Investment Management
Planning
AUM-Based Fees (Tiered)
Assets Under Management
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%
Fees are negotiable on a client-by-client basis.
Fee Estimator
Your Portfolio Value
$500K
$0
$500K
$1M
$5M
$20M
Estimated Annual Fee
—
Minimum Annual Fee:
$5,000
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Location
Marsing, ID
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History
Regulatory History (1)
What are disclosures?
Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations.
Learn how to evaluate them
.
Customer Dispute
December 2010
Pending
View Full SEC Report
How to Read Disclosures
Employment History
Current Registrations
Elevage Partners, LLC
December 2024 - Present · 1 yr 2 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 Registrations
1 state
CA
Advisor
Exams
No exam information available for this advisor.