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COPELAND WEALTH MANAGEMENT, LLC: Third-Party Financial Expert
How does the advisor help clients – Key Takeaways:
As an experienced and reputable financial advisory firm, COPELAND WEALTH MANAGEMENT, LLC offers a wide range of services to its clients. Their primary objective is to provide professional and personalized financial guidance to help individuals and businesses reach their financial goals and objectives.
Facts and Insights:
COPELAND WEALTH MANAGEMENT, LLC was founded in 2005 and is headquartered in New York City. The firm has a solid track record of success, with a total of $500 million in assets under management as of 2020. With a team of 15 experienced advisors, the firm serves a diverse clientele, including high-net-worth individuals, corporations, non-profit organizations, and pension plans.
| Assets Under Management | $500 million (2020) |
|---|---|
| Number of Advisors | 15 |
| Time in Business | 15 years |
Financial Services Offered:
COPELAND WEALTH MANAGEMENT, LLC provides an extensive range of financial services to its clients, including investment management, financial planning, retirement planning, estate planning, tax planning, and insurance services. Their team of experts uses a comprehensive and holistic approach to help clients achieve their financial objectives.
Client Types:
COPELAND WEALTH MANAGEMENT, LLC caters to a diverse clientele, ranging from high-net-worth individuals to businesses and organizations. Their team has the expertise and experience to cater to the unique financial needs and goals of each client, resulting in tailored solutions and strategies.
Fees & Compensation:
COPELAND WEALTH MANAGEMENT, LLC offers fee-based services, where clients are charged a percentage of their assets under management as a management fee. The firm also provides hourly consulting services and fixed fee services, depending on the needs of the client.
Background:
The founding partners of COPELAND WEALTH MANAGEMENT, LLC bring over 20 years of combined experience in the financial industry. Their team of advisors has a diverse range of expertise and qualifications, ensuring that clients receive top-notch financial advice and services.
Financial Advisor Disclosures to Know:
COPELAND WEALTH MANAGEMENT, LLC works on a fee-based model, which means they may receive compensation from third-party companies for recommending their products or services. This practice may have a potential conflict of interest and could affect the objectivity of their recommendations. However, the firm is legally obligated to always act in the best interest of their clients.