Copper Financial

Overview

Copper Financial operates as an LLC registered with the SEC since 2015 and combines broker-dealer and insurance-broker activities with wealth advisory services for individuals and families. The firm offers a mix of advisory and non-advisory services — financial planning, portfolio management for individuals and small businesses, selection of other advisers, and educational seminars — and also functions as a capital allocator, directing client assets to external managers and funds. Fee arrangements are flexible: percentage of AUM, hourly charges, and fixed fees appear across its client engagements. The firm reports being an active ESG investor, and its industry relationships include ties to banking/thrift institutions and insurance companies.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices