Miranda Hoffman
Advisor at Copper Harbor Investment Advisors, 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.
Advisor at Copper Harbor Investment Advisors, 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
Appleton, WI 54913
Credentials
CFP®
Industry experience
1 year
Miranda Hoffman is a CFP® professional with over one year of industry experience. She is currently with Copper Harbor Investment Advisors, LLC and has prior experience at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Outside of finance, her background includes roles at Hunters Glen Golf Club and University of Wisconsin - Eau Claire. Copper Harbor Investment Advisors serves individuals, pension plans, trusts, and various entities, offering discretionary portfolio management and retirement plan advisory services. The firm emphasizes a long-term, allocation-driven investment approach using fundamental analysis and third-party research, managing approximately $665 million across about 200 client relationships.
Based on Copper Harbor Investment Advisors, LLC
Based on Copper Harbor Investment Advisors, LLC
Pre-arranged flat fees available for financial planning or consulting services
$0 - $2,500,000: .95% $2,500,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .65% $10,000,001 - $20,000,000: .50% $20,000,001+: Negotiable
$190 to $350 per hour depending on staff involvement
Fee-only: Hourly fees ranging from $190 to $350 per hour; flat fees also available for financial planning or consulting
250 North Metro Drive, Suite A
Appleton, WI 54913
Illinois · Oregon · Wisconsin
Copper Harbor Investment Advisors, LLC
2024 - Present (2 years)
Associated Trust Company
2020 - 2024 (4 years)
Orgel Wealth Management
2019 - 2020 (1 year)
Edward Jones
2019 - 2019 (1 year)
Hunters Glen Golf Club
2018 - 2020 (2 years)
Shoko
2018 - 2018 (1 year)
University of Wisconsin - Eau Claire
2017 - 2020 (3 years)
AACER Flooring
2017 - 2017 (1 year)
Riesterer and Schnell
2015 - 2017 (2 years)
Bob and Laura's Supper Club
2013 - 2020 (7 years)
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Accountant / CPA / tax prep
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Lawyer
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Real estate agent
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Other specialized services
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