Copper Beech Tree LLC (Bloomfield Hills)

Name: Copper Beech Tree LLC
Address: 33 Bloomfield Hills Parkway, Bloomfield Hills, MI, 48304
Telephone: 248-203-2030

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.

Copper Beech Tree: assets under management

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 firm manages $92.56 million in discretionary accounts and $2.53 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $293.83 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $842.29 thousand.

Fees & Commissions

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. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Copper Beech Tree LLC

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.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
William James Brown	Ceo, member	1 Aug 2009	75% - 100%	1056215
David Berry	Chief investment officer	1 Aug 2009	Other	2419241
Levente Csernatoni	Investment committee	1 Aug 2009	Other	4702751
Kimberley Ann Clapham	Chief compliance officer	1 Aug 2009	Other	5467213
William James Brown	Chief compliance officer	1 Jan 2010	Other	1056215

Based in Bloomfield Hills

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.