Copeland Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$47,889,693
Total clients
88
13% high-net worth
Total advisors
1
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
88
Average account size
$544,201
Client services
Fee options
Financial planning fixed fees ranging from $1,000 to $20,000
Negotiated rate up to 2.00% per annum
$100 to $500 per hour for financial planning and tax preparation services
Performance-based fees charged on a share of capital gains or capital appreciation for qualified clients, as specified in client contracts
Fee-only: Negotiated percentage of AUM fees, fixed fees for financial planning ($1,000 to $20,000), hourly fees ($100 to $500/hour), performance-based fees for qualified clients
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Copeland Wealth Management, LLC
124 Franklin Street
Clarksville TN 37040, United States
Number of offices
1
Forms ADV
Quick links
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