Advisor at Copia Wealth Management Advisors, Inc.
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.
Firm
Copia Wealth Management Advisors, Inc.
Location
Wisconsin, WI
Credentials
Series 65
Industry experience
6 years
Fixed financial planning fees ranging from $4,500 to $20,000
$0+: Up to 1.00% (CWMA Management Fee) $0+: 0.75% (FTA Management Fee) $0+: Up to 1.75% (Combined CWMA + FTA Management Fee) $0+: Up to 0.75% (CWMA Management Fee for TPFG SDBA accounts) $0+: 0.50% (TPFG Management Fee for SDBA accounts) $0+: Up to 1.25% (Combined CWMA + TPFG Management Fee for SDBA accounts) $0 - $500,000: Up to 1.00% (CWMA Management Fee for TPFG Separately Managed Accounts) $0 - $500,000: 1.00% (TPFG Management Fee for Separately Managed Accounts) $0 - $500,000: Up to 2.00% (Combined CWMA + TPFG Management Fee for Separately Managed Accounts) $500,001 - $3,000,000: Up to 0.75% (CWMA Management Fee for TPFG Separately Managed Accounts) $500,001 - $3,000,000: 0.75% (TPFG Management Fee for Separately Managed Accounts) $500,001 - $3,000,000: Up to 1.50% (Combined CWMA + TPFG Management Fee for Separately Managed Accounts) $0+: Up to 1.00% (CWMA Management Fee for Simplicity Wealth sub-adviser) $0+: 0.5% - 0.7% (Simplicity Wealth Management Fee) $0+: Up to 1.7% (Combined CWMA + Simplicity Wealth Management Fee) $0+: Up to 1.00% (Alternative Investments CWMA Management Fee)
$450 per hour for financial planning in certain circumstances
Fee-only: Fixed fee between $4,500 and $20,000 for financial planning; hourly rate of $450 in certain circumstances
Copia Wealth Management Advisors, Inc.
2020 - Present (6 years)
Dawson Insurance & Financial Services d.b.a. Copia Wealth Manage
2016 - Present (10 years)
Abercrombie & Fitch
2014 - 2016 (2 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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