Copper Beech Financial Group, LLC
Assets Under Management
$189.1M
Number of Clients
254
Number of Advisors
3
Average Client AUM
$745K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
CBFG provides portfolio management tailored to client goals, financial planning, and family office services. They analyze client situations, offer investment advice on VUL contracts, and may use sub-advisers like SIMC. Clients can impose investment restrictions. They also offer lending and cash management solutions through UPTIQ.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.65% |
| $5.0M - $25.0M | 0.50% |
| $25M+ | 0.40% |
Fees are negotiable. SIMC's fee is variable depending on the strategy selected.
Fee Estimator
Portfolio management fees are based on a percentage of assets under management, plus potential sub-adviser fees if using the SIMC platform. Financial audit services range from $10,000 to $20,000. Financial planning fees range from $5,000 to $150,000. Family office services are a negotiated fixed fee. Bundled portfolio management and family office services have a separate fee schedule and a $5 million minimum, which may be waived. Clients may also incur fees from ETFs, mutual funds, and custodians.
Areas of Practice
Location
1223 N. Church Street, Moorestown, NJ, 08057