Brian Kopp is a registered investment advisor at Canopy Wealth Management, based in Middleton, WI, with 19 years of industry experience. Brian 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, Insurance Planning, and 3 more. Their firm serves 601 clients with $1.2B 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 $500K | 1.20% |
| $500K - $1.5M | 0.80% |
| $1.5M - $3.0M | 0.60% |
| $3.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees may be negotiable depending on the size and type of account, level of service, and other factors.
Fee Estimator
Location
8215 Greenway Boulevard, Suite 540, Middleton, WI, 53562
Get directionsHistory
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 →Other Business Activities
Brian is a partner in James Hoehl Real Estate Rental LLC, managing a rental property with his brother, dedicating a few hours per week. He is also an owner in Coachlight LLC, a real estate investment and rental property, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Canopy Wealth Management
Previous Registrations
CUNA Brokerage Services, INC.
CUNA Brokerage Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
State Registrations2 states
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