Copper Beech Wealth Management provides ongoing portfolio management tailored to individual client goals and risk tolerance. They also offer financial planning services covering investment planning, insurance, tax, retirement, college, and debt/credit planning. Copper Beech generally limits its investment advice to equities and fixed income through ETFs and mutual funds. They may recommend third-party portfolio managers and are compensated directly by the client.
Assets Under Management$78M
Clients73
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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