Copper Beech Wealth Management
Copper Beech Wealth Management (CRD# 151476) is a financial advisory firm headquartered in Bloomfield Hills, MI. They manage $199,400,000 in 144 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management199MILLION
Total Number of Accounts144ACCOUNTS
Average Account Value$1,384,722
- 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
Jason Demery (CRD# 2143604) is an Investment Advisor Representative working at Copper Beech Wealth Management in Bloomfield Hills, MI and has over 26 years of experience in the finance industry.