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Copper Harbor Investment Advisors, Llc
Appleton, Wisconsin
Copper Harbor Investment Advisors, LLC, headquartered in Appleton, WI, is a reputable and established investment advisory firm catering to a diverse clientele. With a remarkable track record, the firm manages over $465,000,000 in assets for more than 50 individual clients. Primarily focused on high net worth individuals, Copper Harbor Investment Advisors, LLC offers a comprehensive range of investment advisory services.
With an emphasis on personalized financial strategies, the firm's team of four experienced professionals provides expert guidance and support to their clients. Their compensation structure encompasses various mode...see more
Assets Under Mgmt
$465M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
- A percentage of assets under your management
- Hourly Charges
Services Provided Section
- Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Publication of periodicals or newsletters
Reviews for Copper Harbor Investment Advisors, Llc
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