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Credentials
CFP®, Series 63
Experience Industry experience
26 years
Location
Monroe, TN
Skinner, Copper & Ehmen Wealth Management, LLC
Team
James Copper is a CFP® with 25 years of industry experience and has been with Skinner, Copper & Ehmen Wealth Management, LLC since 2009. He is also the owner and craftsman of Big Hollow Wood Art and Engraving, a custom woodcraft and engraving business. Skinner, Copper & Ehmen Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, pension and profit sharing plans, trusts, estates, and charitable organizations. The firm employs a strategic, Modern Portfolio Theory–based approach focused on global diversification and periodic rebalancing, primarily using mutual funds alongside ETFs, separately managed accounts, and other investment vehicles.
Based on Skinner, Copper & Ehmen Wealth Management, LLC
Based on Skinner, Copper & Ehmen Wealth Management, LLC
Flat fees generally range from $750 to $10,000 for pension consulting; $1,500 to $25,000 for financial planning and consulting
Commission-based compensation through affiliated broker-dealer PKS for certain securities sales and insurance products
$300 per hour for financial planning and consulting services
Minimum fee: Minimum fee of $1,500 for written financial plans
Monroe, TN
Monroe TN
Advisors at this office
1
Tennessee · Texas
26 years of industry experience
Skinner Copper & Ehmen
2009 - Present • 17 years
Springfield, IL
Kestra Investment Services, LLc
2000 - 2012 • 12 years
Springfield, IL
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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