Advisor at Coppell Advisory Solutions LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Portland, MI
Credentials
Series 65
Industry experience
11 years
Andrew Brace is a financial advisor with Coppell Advisory Solutions LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Fusion Capital Management since 2018 and previously at CLA USA Advisory Group, LLC. Brace is also a 50% owner of Brace Financial, a business involved in tax preparation and insurance sales. Coppell Advisory Solutions LLC serves a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and corporate clients with discretionary portfolio management and financial planning. The firm uses a customizable investment approach involving both fundamental and technical analysis, employing various asset classes and specialized instruments to align with client objectives.
Based on Coppell Advisory Solutions LLC
Based on Coppell Advisory Solutions LLC
Fixed fees for financial planning from $1,000 to $20,000, potentially exceeding $20,000 in limited circumstances
$0 - $500,000: 2.00% $500,001 - $1,000,000: 1.75% $1,000,001 - $2,500,000: 1.50% $2,500,001+: Negotiable
Commissions earned by associated persons who are registered representatives for securities and insurance products, separate and in addition to advisory fees
$300 per hour for specific consulting services
Account minimum: $5,000 Minimum fee: $5.00 per month per account (technology and administrative fee) Fee-only: Fixed fees ranging from $1,000 to $20,000 for broad based financial planning services; hourly fees of $300/hour for specific services
Portland, MI
Michigan
Fusion Capital Management
2018 - Present (8 years)
CLA USA Advisory Group, LLC
2014 - 2019 (5 years)
Cla Usa Inc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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