Copper Beech Tree LLC is a large advisory firm based in Bloomfield Hills. It manages $95.08 million of regulatory assets for 318 client accounts. It has been registered with the SEC as an adviser since 2009 and has operated in the jurisdictions of Florida, Michigan, and Texas.
Copper Beech Tree provides financial planning services, portfolio management for individuals and small businesses, and pension consulting services. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Copper Beech Tree LLC is $95.08 million. The firm's AUM has grown by 240% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Copper Beech Tree LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
David Berry has served as the Chief Investment Officer since 1 Aug 2009. William James Brown joined the executive team most recently as the Chief Compliance Officer.
The principal office where Copper Beech Tree LLC performs its advisory services is located at 33 Bloomfield Hills Parkway, Bloomfield Hills, MI 48304, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 248-203-2030 or by fax 248-203-2031. The normal business hours are 8:00 - 5:30 on Monday - Friday. You can find more information about the New York firm at copperbeechwm.com.