Copper Harbor Investment Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$748,000,000
Clients
226
Advisors
5
of 6 employees
About
Copper Harbor Investment Advisors is an employee‑owned registered investment adviser operating with a six‑advisor team that serves individuals (including high‑net‑worth clients), pension and defined contribution plans, trusts, estates, charitable/non‑profit entities, corporations, and other business entities. The firm offers discretionary portfolio management, financial planning, retirement plan advisory (including plan design and monitoring), and support for self‑directed accounts.
The firm’s investment approach emphasizes long‑term asset allocation and fundamental analysis, focusing primarily on publicly traded equities and fixed income and generally avoiding market timing; client portfolios are managed in accordance with written Investment Policy Statements and reviewed periodically. Copper Harbor commonly uses custodians such as Charles Schwab Institutional and Fidelity, may engage independent sub‑advisors for portions of client accounts, and provides ongoing account supervision and periodic performance reviews.
A distinguishing feature in Copper Harbor’s brochure is its in‑house client communications and retirement plan support: the firm produces periodic firm‑generated account statements (which may include rate‑of‑return calculations) and offers participant education and plan‑related meetings in addition to custodian statements. The firm also highlights a multi‑disciplined team with professional credentials in financial planning, trust/fiduciary and retirement plan specialties (CFP®, CTFA™, CRPS®), and recent expanded employee ownership, reflecting combined expertise in both individual wealth management and institutional retirement plan services.
Client services
Expertise
Occupation focus
Fee options
Pre-arranged flat fees available for financial planning or consulting services
$0 - $2,500,000: .95% $2,500,001 - $5,000,000: .85% $5,000,001 - $10,000,000: .65% $10,000,001 - $20,000,000: .50% $20,000,001+: Negotiable
$190 to $350 per hour depending on staff involvement
Fee-only: Hourly fees ranging from $190 to $350 per hour; flat fees also available for financial planning or consulting
Main office
250 North Metro Drive, Suite A
Appleton WI 54913
Advisors at this office
5
Most active in
Colorado · Illinois · Oregon · Wisconsin
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.
Advisors at this firm
Steven H
CFP®, Series 63
Appleton, WI
Copper Harbor Investment Advisors, LLC
Steven Hooyman is a CFP® with 26 years of industry experience and has been with Copper Harbor Investment Advisors, LLC since 2013. He is based in Appleton, WI, and holds a Series 63 license. Copper Harbor Investment Advisors provides investment advice and financial planning to a range of clients including individuals, pension plans, trusts, and nonprofit entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, utilizing fundamental analysis and third-party research to manage portfolios in accordance with written Investment Policy Statements.
Robert M
Series 65
Appleton, WI
Copper Harbor Investment Advisors, LLC
Robert Moore is a financial advisor at Copper Harbor Investment Advisors, LLC in Appleton, WI, holding a Series 65 designation with 10 years of industry experience. He previously worked at Associated Bank from 2013 to 2020 before joining Nicolet Advisory Services, LLC. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, charitable/nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach, primarily focusing on equities and fixed income, and offers discretionary portfolio management alongside retirement plan advisory services.
Jesse N
CFP®, Series 65
Appleton, WI
Copper Harbor Investment Advisors, LLC
Jesse Nelson is a CFP® with 19 years of industry experience, currently serving at Copper Harbor Investment Advisors, LLC since 2019. Prior to that, he worked at KerberRose Wealth Management, LLC and Schenck Investment Solutions LLC. Jesse is based in Appleton, WI. Copper Harbor Investment Advisors is an employee-owned firm with a six-advisor team that serves a diverse client base, including high-net-worth individuals, pension plans, trusts, and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.
Ramon G
Series 65
Appleton, WI
Copper Harbor Investment Advisors, LLC
Ramon Garrido Mateos is a financial advisor at Copper Harbor Investment Advisors, LLC with eight years of industry experience. He holds a Series 65 credential and has previously worked at KerberRose Wealth Management, LLC and Associated Bank. Copper Harbor Investment Advisors provides investment advice and financial planning to individuals, pension and defined contribution plans, trusts, estates, nonprofit entities, corporations, and other business entities. The firm employs a long-term, allocation-driven investment approach focused on equities and fixed income, using fundamental analysis and third-party research to select investments.
Miranda H
CFP®
Appleton, WI
Copper Harbor Investment Advisors, LLC
Miranda Hoffman is a CFP® professional with two years of experience, currently working at Copper Harbor Investment Advisors, LLC. Prior to this role, she held positions at Associated Trust Company, Orgel Wealth Management, and Edward Jones. Copper Harbor Investment Advisors is an employee-owned firm composed of a six-advisor team that serves individuals, including high-net-worth clients, as well as various institutional and nonprofit entities. The firm focuses on long-term asset allocation and fundamental analysis, providing discretionary portfolio management, financial planning, and retirement plan advisory services.
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