Copperwynd Financial

Copperwynd Financial, LLC is a financial advisory firm based in Scottsdale, AZ, specializing in asset management and financial planning services. Established in 2007, the firm offers tailored investment strategies, including individual stocks, bonds, ETFs, options, and mutual funds. Clients have the opportunity to place reasonable restrictions on their investments. Additionally, the firm provides retirement plan consulting services to employer plan sponsors, assisting in investment guidance, asset allocation, and participant education. For clients utilizing the Asset Management service, the firm charges a maximum annual fee of 1.00%, billed quarterly based on the account value. Clients may incur transaction charges for trades executed by the custodian, with no portion of these fees received by the firm. The firm does not charge performance-based fees and requires a minimum household balance of $500,000 for Asset Management services. Copperwynd Financial, LLC acts as a fiduciary, placing client interests ahead of their own and adhering to a Code of Ethics. The firm does not engage in brokerage for client referrals and does not accept proxy authority to vote client securities. Clients receive quarterly account statements directly from the custodian. Copperwynd Financial, LLC does not provide financial information in the brochure as they do not prepay fees, take custody of client funds, or have financial conditions impairing their obligations.