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
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.