Assets Under Management
$272.7M
Number of Clients
1,598
Number of Advisors
8
Average Client AUM
$171K
AUM per Advisor
$34.1M
Compensation
Fee-Only (AUM)
Copley Financial Group provides discretionary and non-discretionary asset management services, determining investment strategies based on client goals and risk tolerance. They may hire sub-advisors. They also have co-advisor and referral arrangements with third-party money managers. Seminars and workshops are offered for educational purposes.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108