Copper Financial Network is a registered investment advisor and broker-dealer that offers financial planning services and refers clients to third-party investment managers. Copper Financial's advisors work primarily with credit union members. Financial planning covers retirement, education, and estate planning, among other goals. For investment management, Copper Financial refers clients to third-party managers.
Fee Structure
Copper Financial does not directly manage your investments. Instead, they connect you with third-party investment managers. These managers will charge their own fees, with a maximum annual fee of 2.5% of the assets they manage for you. Copper Financial and your advisor receive a portion of the manager's fee as compensation for the referral. This portion is negotiable.