Copperwood Financial
Assets Under Management
$78.8M
Number of Clients
204
Number of Advisors
3
Average Client AUM
$386K
AUM per Advisor
$26.3M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Copperwood Financial provides custom portfolio management on a discretionary basis, using a tactical allocation strategy. They may use various securities and funds. They also offer financial planning services in two tiers, and consulting services for qualified retirement plans.
Fee Structure
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
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.
Areas of Practice
Location
745 Mcclintock Dr., Suite 308, Burr Ridge, IL, 60527