Lucy Valandra is a CFP-designated registered investment advisor at Copper Beech Wealth Management, based in Dexter, MI, with 1 years of industry experience. Lucy 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 73 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable and may differ based on relationship size, accounts within the same household, employee/family related accounts, level of services needed, and sub-advisors.
Fee Estimator
Location
Dexter, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Copper Beech Wealth Management
Previous Registrations
Stephens Consulting, LLC
Meridian Financial Partners LLC
State Registrations2 states
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