Copeland Capital Management, LLC
Assets Under Management
$4.9B
Number of Clients
2,599
Number of Advisors
14
Average Client AUM
$1.9M
AUM per Advisor
$353.4M
Compensation
Fee-Only (AUM)
About This Firm
Copeland Capital Management, LLC provides investment advice as part of a team. The firm has adopted a compliance program designed to prevent, detect, and correct any actual or potential violations. The firm's personnel are supervised by the Chief Investment Officer.
Fee Structure
Financial Planning:Investment management only
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Areas of Practice
Investment Management
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Location
161 Washington Street, Suite 1325, Conshohocken, PA, 19428