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Copperleaf Capital, Llc
Raleigh, North Carolina
4.2
5 Reviews
Copperleaf Capital, LLC is a reputable investment advisory firm based in Raleigh, NC. With a focus on personalized financial solutions, they have garnered the trust of over 120 individual clients, who entrust them with a substantial $159,978,000 in assets under management. As a small yet highly capable firm, Copperleaf Capital provides comprehensive services that extend beyond investment advisory, including insurance brokerage.
Despite their size, Copperleaf Capital possesses the expertise to manage employer funds, making them a valuable partner for businesses seeking professional guidance. While 401K and individual accounts make...see more
Assets Under Mgmt
$159.98M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Fixed Fees
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Other Business Activities
- Insurance broker or agent
Reviews for Copperleaf Capital, Llc
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