Copperline Wealth Management & Planning
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$117,964,365
Total clients
439
10% high-net worth
Total advisors
2
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
220
Average account size
$268,712
Client services
Fee options
Flat fees vary from $250 to $30,000 depending on complexity
$0 - $250,000: 1.25% annually $250,000 - $500,000: 1.20% annually $500,000 - $1,000,000: 1.15% annually $1,000,000 - $2,500,000: 1.10% annually $2,500,000 - $5,000,000: 1.00% annually $5,000,000+: Negotiable
Commissions may be received by IARs in their capacity as registered representatives of LPL Financial for sales of securities; also commissions from insurance product sales by licensed agents
Hourly fees typically range from $50 to $300 depending on service
Fee-only: Hourly fees typically range from $50 to $300 per hour; Flat fees range from $250 to $30,000 based on complexity
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Copperline Wealth Management & Planning
1517 Rumsey Avenue
Cody WY 82414, United States
Number of offices
1
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