Copeland Capital Management, LLC
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Overview
Copeland Capital Management, LLC is a financial advisor firm that has its headquarters in Conshohocken, Pennsylvania. The firm administers $4.0 billion in assets throughout 2,304 accounts, placing it among the biggest financial advisory firms in the United States by assets under management (AUM). Copeland Capital Management, LLC has a small group, including 15 financial advisors. Copeland Capital Management, LLC does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial investments like bonds, equities and options.
Copeland Capital Management, LLC manages all of its accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager makes buy and sell choices for the client's account without needing the customer's authorization. Copeland Capital Management, LLC's average account size is $1.7 million. The typical advisor at Copeland Capital Management, LLC administers about 154 client accounts.
The firm's headquarters is at 161 Washington Street, Conshohocken, Pennsylvania 19428. The company is legally registered to serve investors across 39 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Copeland Capital Management, LLC by the Numbers
$4.0 billion
28
2,304
$1.7 million
Fee Structure
Fees charged by financial advisors typically vary depending on the type of services offered. However, fee types charged by the company can include the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Copeland Capital Management, LLC.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm manages money for a broad range of customers. Copeland Capital Management, LLC works with retail investors, high net worth investors, investment companies, pooled investment vehicles, pension plans, charitable organizations, state or municipal government entities and corporations. Out of its 2,304 accounts, Copeland Capital Management, LLC's biggest client type is retail investors, but it also serves 966 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an individual who has at least $750,000 under management or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's customers are non-U.S. persons.
- High-Net-Worth Individuals* - 41.93%
- Other Individuals - 48%
- Corporations - 8.42%
- Charitable Organizations - 1.65%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Copeland Capital Management, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Copeland Capital Management, LLC
Conshohocken, PA
Conshohocken, PA
Conshohocken, PA
Wellesley Hills, MA
Manhattan Beach, CA
Conshohocken, PA
Conshohocken, PA
North Aurora, IL
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