Copper Leaf Financial, LLC

Copper Leaf Financial, LLC, established in 2016, is a Registered Investment Adviser managing $189,991,396 on a discretionary basis as of December 31, 2024. The firm offers comprehensive wealth management services through a holistic financial planning process. Clients, including high net worth individuals, trusts, and businesses, typically have a minimum account size of $500,000. Fees are charged based on a percentage of assets under management, ranging from 1.25% for assets up to $500,000 to 0.30% for assets over $10,000,000, with a minimum quarterly fee of $1,250. Investment strategies are rooted in Modern Portfolio Theory, focusing on diversified portfolios using passively managed mutual funds and ETFs. Copper Leaf does not charge performance-based fees and acts as a fiduciary, putting clients' interests first. The firm does not vote on client securities proxies and does not accept authority to vote on behalf of clients. Copper Leaf does not have any financial commitments impairing its ability to meet client obligations and has not been involved in any bankruptcy proceedings.