Copeland Wealth Management, LLC
Copeland Wealth Management, LLC (CRD# 152781) is a financial advisory firm headquartered in Clarksville, TN. They manage $24,000,000 in 188 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management24MILLION
Total Number of Accounts188ACCOUNTS
Average Account Value$127,660
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
Robert Copeland (CRD# 4132630) is an Investment Advisor Representative working at Copeland Wealth Management, LLC in Clarksville, TN and has over 16 years of experience in the finance industry.