Advisor at Copperlion Investments
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Firm
Copperlion Investments
Location
St. George, UT
Credentials
CFP®, Series 63, Series 66
Industry experience
15 years
Brandon Henrie is a CFP®-designated financial advisor with 15 years of industry experience. He is the principal of CopperLion Investments, an independent firm based in St. George, Utah. Since 2014, he has also served as a retirement planning advisor for the Utah Retirement System, providing asset allocation advice without selling investment products. CopperLion Investments offers discretionary and non-discretionary portfolio management and limited financial planning services to individuals, high-net-worth clients, pensions, and business entities. The firm uses asset-allocation models based on fundamental, technical, cyclical, macroeconomic, and charting analysis, tailoring portfolios to client risk profiles and restrictions.
Based on Copperlion Investments
$0 - $999,999: 1.50% $1,000,000 - $1,999,999: 1.25% $2,000,000 - $5,000,000: 1.00%
$150 per hour for financial planning services
St. George, UT
Utah
Sungard
2014 - Present (12 years)
Copperlion Investments, LLC
2014 - Present (12 years)
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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