National Retirement Planning Experts

National Coverage
Local Professionals

Home > Retirement Planners > wisconsin > appleton > COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC

250 North Metro Drive
Suite A
Appleton, Wisconsin 54913
Tel: (920)441-0267

Need a Financial Advisor?
Compare Vetted Advisors

About COPPER HARBOR INVESTMENT ADVISORS, LLC

COPPER HARBOR INVESTMENT ADVISORS, LLC, formally registered with the SEC as COPPER HARBOR INVESTMENT ADVISORS, LLC. The firm was established in 02/26/2015. They have over 2 offices throughout the country.

COPPER HARBOR INVESTMENT ADVISORS, LLC is a Appleton, Wisconsin based Financial Planning firm with nearly $665,000,000 assets under management, offering retirement planning & investment advisory services to 228 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#169978
SEC#801-81035
Assets Managed by Firm$665,000,000
No. of Clients228
No. of Advisors6

Fee Structure

  • A percentage of AUM
  • Hourly charges

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Publication of periodicals and newsletters

Firm Client Information

No. of ClientsAUM
Firm Total228$665,000,000
Individuals (other than high net worth individuals)56$10,000,000
High net worth individuals150$604,000,000
Pension and profit sharing plans12$30,000,000
Corporations or other businesses10$21,000,000

More Retirement Planning firms in Appleton, Wisconsin:

Firm NameAssets Under ManagementTotal ClientsTotal Advisors
ROBERT W. BAIRD & CO. INCORPORATED
777 E. Wisconsin Avenue
Milwaukee, WI, 53202-5391
$287,514,955,4533315004069
NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$281,345,911,20025260
ARTISAN PARTNERS LIMITED PARTNERSHIP
875 East Wisconsin Avenue, Suite 800
Milwaukee, WI, 53202
$151,331,807,781259503
TRUSTAGE INVESTMENT MANAGEMENT
5910 Mineral Point Rd
Madison, WI, 53705
$35,460,961,00035064
MASON STREET ADVISORS, LLC
720 East Wisconsin Avenue
Milwaukee, WI, 53202-4797
$28,558,864,1663114

Explore More Retirement Advisors in Appleton, Wisconsin