Copiam Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides ongoing investment advisory and portfolio management services to individuals, high‑net‑worth clients, small and medium‑size businesses, estates, trusts, charitable organizations, corporations and qualified retirement plans, and it also accepts institutional clients and retirement plans. Advisory offerings described in the brochure include financial planning, retirement income planning, pension consulting, educational seminars and workshops, asset allocation, portfolio design, ongoing monitoring and rebalancing.
The firm’s investment approach is evidence‑based and grounded in Modern Portfolio Theory and multifactor asset‑pricing research, targeting exposures to market, size, value, momentum and profitability equity factors plus fixed‑income term and credit factors. Portfolios are constructed for global diversification, frequently use structured mutual funds from Dimensional Fund Advisors to obtain targeted factor exposure, are managed on a discretionary basis, and an Investment Policy Statement is available on request.
Distinctive features called out in the brochure include repeated third‑party recognitions (Five Star Professional ratings), an explicit willingness to serve as an ERISA Section 3(38) fiduciary for pension and profit‑sharing plans, and the offering of educational seminars or workshops — items that are less common among peers. The brochure also notes that the firm directly manages client assets rather than selecting outside managers and discloses that licensed insurance activities may be offered separately, with related conflicts identified and mitigations described.
Client services
Expertise
Fee options
Fixed fees may be negotiated based on effort and expected duration of financial planning or investment advice
Under $250,000 - $249,999.99: 1.00% $250,000 - $999,999.99: 0.70% $1,000,000 - $2,499,999.99: 0.50% $2,500,000 - $4,999,999.99: 0.45% $5,000,000 - $10,000,000: 0.40% Over $10,000,000+: Negotiable
$200 per hour for financial planning or occasional investment advice
Fee-only: Financial planning services charged at $200 per hour; fixed fees may be negotiated for planning or particular advice
Main office
The Colony TX
Advisors at this office
1
Most active in
Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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