Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.35% |
| $100K - $250K | 1.30% |
| $250K - $1.0M | 1.20% |
| $1M+ | 1.10% |
Annual fee may be negotiable.
Fee Estimator
Copley Financial Group charges an annual fee based on your assets under management. The annual fee may be negotiable, and accounts within the same household may be combined for a reduced fee. Fees are billed monthly in arrears based on the amount of assets managed as of the close of business on the last business day of the month. The firm requires a minimum of $100,000 to open an account, however the minimum may be waived at Advisor’s discretion.
Areas of Practice
Advisor Information
Office location
2650 Camino Del Rio North,, Suite 350, San Diego, CA, 92108
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alan is the Chief Operations Director at Heritage Tax & Insurance Services, providing tax and insurance services. This role takes nearly full-time hours.