Copper Financial
Lenexa, Kansas
Copper Financial, a regional investment advisory firm headquartered in Lenexa, KS, is a trusted partner for individuals and employers seeking comprehensive financial solutions. With a team of 50 dedicated professionals, including 38 experienced investment advisors, Copper Financial has established a reputation for excellence in the industry.
The firm manages a substantial amount of assets under management, averaging around $41,330,000 per investment advisor. Their compensation structure is flexible and tailored to meet the unique needs of their diverse clientele. This includes a percentage of assets under management, hourly charg...
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Assets Under Mgmt
$275.77M
Investment Professionals
38
Locations
28
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Educational seminars/workshops
Other: FEES FROM THIRD-PARTY MANAGERS TO WHOM WE REFER BUSINESS
Other Business Activities
Broker-dealer (Registered or unregistered)
Insurance broker or agent
Articles
Articles
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