At Copper Beech Advisors, we offer life integrated financial planning that is tailored to your personal situation. We provide this service in two ways.

Financial Review

This is how all new clients begin their relationship with us. This is one meeting, for two hours, where we answer your top three most burning financial questions and give you an overall assessment of where you stand. This includes homework for both of us. We will send you a book and ask you to read a couple of chapters. We will ask you to provide us with your financial information, including past tax returns, paystubs and investment statements, as well as anything needed to answer your questions. We then analyze your information and discuss our findings with you during our meeting.

Fee: $750 to $3,000 based on the complexity of your situation.

Payment of the first half of this fee is due to start the process and the second half is paid at the end of our meeting. No tax preparation or investment implementation is included in the Financial Review. At the end of the meeting, you are free to implement our recommendations on your own, or you can consider having us help you further through an Annual Retainer.

Annual Retainer

We believe that financial planning is a process, not an event. As such we offer an ongoing service that covers all of the areas of your financial life, including tax preparation, investment management and all of the other pieces of your financial life. We stand in your shoes and give you advice that is in your best interest before our own. The legal name for this arrangement is that we serve as a Fiduciary.

Retainer Fee:

Total Net Worth Quarterly Fee Annual Fee
Under $1.25M $1,250 $5,000

For Total Net Worth above $1.25M, please refer to our Firm Brochure.

Some clients may choose to pay monthly via credit card.

Brokers vs. Fiduciaries