Andrew
Brace
Coppell Advisory Solutions LLC
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About this Advisor
Andrew Brace is a financial advisor based in Portland, Michigan, working with Coppell Advisory Solutions LLC. Andrew has previously held positions at Cla Usa Advisory Group, LLC, Cla Usa Inc, and Fusion Capital Management. Andrew has passed the Series 65 regulatory exam and is registered to provide services in Michigan. Currently, Andrew is part of Coppell Advisory Solutions LLC, which operates out of Portland, Michigan. The firm has 24 offices and 76 employees. The firm manages assets totaling $849.6 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Coppell Advisory Solutions LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Coppell Advisory Solutions LLC Brokerage Details
$849,564,866
76
7,997
$106,235
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Andrew Brace Work History
Fusion Capital Management
Cla Usa Inc
Cla Usa Advisory Group, LLC
Disclosures
Please visit the SEC profile of Andrew Brace to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Coppell Advisory Solutions LLC
San Diego, CA
Coppell, TX
San Antonio, TX
Orange, CA
Arlington, TX
Coppell, TX
Gainesville, FL
Coppell, TX
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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