Copeland Wealth Management, LLC
Copeland Wealth Management, LLC (CRD# 152781) is a financial advisory firm headquartered in Clarksville, TN. They manage $38,700,000 in 178 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Copeland Wealth Management, LLC
By the Numbers
-
Total Assets Under Management39MILLION
-
Total Number of Accounts178ACCOUNTS
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Average Account Value$217,416
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- 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
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, TN
Financial Advisors at Copeland Wealth Management, LLC
1
Robert Copeland (CRD# 4132630) is an Investment Advisor Representative working at Copeland Wealth Management, LLC in Clarksville, TN and has over 24 years of experience in the finance industry.
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