Copperleaf Capital, LLC

Copperleaf Capital, LLC is an investment advisor firm founded in 1986 and registered with the SEC in August 2015. In November 2024, it became a subsidiary of Brookstone Capital Management, LLC. The firm specializes in helping clients achieve financial independence and retirement goals through strategic wealth management and financial planning. They offer financial planning services with fees ranging from $1,500 to $4,000 annually, and portfolio management services with fees ranging from 0.25% to 2.00% per year based on assets under management. Clients include families, individuals, high net worth individuals, pension and profit-sharing plans, charitable organizations, and corporations. Copperleaf uses Fidelity or Interactive Brokers as recommended brokerage platforms and does not charge performance-based fees. The firm does not vote client proxies and does not take physical custody of client funds. Copperleaf has not been subject to any criminal or civil litigation or administrative proceedings. They have a Code of Ethics and personal trading policy to ensure client interests are prioritized. The firm does not directly compensate for client referrals and has no financial conditions impairing its ability to meet commitments.