John Ross Crawford

Copperwood Financial

15 Years of Experience

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Firm Information

Copperwood Financial

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

3 advisors

Number of Clients

204 clients

Average Client Portfolio

$386K average

Assets Under Management

$78.8M

Fee Structure

Minimum Investment:None

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $250K	1.25%
$250K - $1000K	1.00%
$1.0M - $3.0M	0.75%
$3M+	0.65%

Fees may be negotiable at the sole discretion of the Advisor.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Financial Plan Fee:$2,500 - $5,000

Hourly Rate:$400/hr

You'll pay an annual management fee based on the average daily balance of your assets, deducted quarterly. For clients using Flourish Cash, there's an additional 0.10% advisory fee. Financial planning is offered at fixed fees: $2,500 for Tier 1 and starting at $5,000 for Tier 2, depending on complexity. Hourly financial planning or investment advisory services are available at $400 per hour. There are no stated minimum account requirements.

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Areas of Practice

Financial Planning & CoachingRetirement PlanningEstate PlanningTax PlanningInvestment Management

Advisor Information

Office location

Homer Glen, IL

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Regulatory History

Clean regulatory record

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.