Copperwynd Financial
Assets Under Management
$720.1M
Number of Clients
594
Number of Advisors
N/A
Average Client AUM
$1.2M
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)
About This Firm
Copperwynd Financial, LLC offers asset management and financial planning and consulting services to individuals, pension/profit sharing plans, corporations, and other business types. They tailor investment strategies to client needs, review portfolios at least annually, and offer retirement plan consulting services to employer plan sponsors.
Fee Structure
Our firm's maximum annual fee is 1.00%, billed quarterly in advance based on the account value at the end of the previous quarter. Fees are negotiable and deducted from your account. Retirement Plan Consulting services are billed based on a percentage of Plan assets under management, not to exceed 1.20%. A minimum household balance of $500,000 is required for our Asset Management service, but this is negotiable.
Areas of Practice
Location
14256 N. Northsight Blvd., Ste B-115, Scottsdale, AZ, 85260