Copper Range Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Copper Range Wealth Management, LLC is a newly formed independent advisory firm (organized April 2026) that offers ongoing portfolio management, financial planning, and pension consulting to individuals, high‑net‑worth clients, and pension or profit‑sharing plans. The firm operates as a solo advisory practice and currently reports no assets under management or active clients.
The firm tailors client programs by preparing Investment Policy Statements, providing both discretionary and non‑discretionary portfolio management, and conducting at least quarterly reviews; its investment process emphasizes fundamental analysis and modern portfolio theory with a long‑term trading orientation. For retirement plans and institutional clients it provides written pension consulting plans, guidance on asset classes and investment options, manager due diligence and monitoring, and may refer clients to third‑party advisers.
Distinctive for a one‑advisor independent firm, Copper Range explicitly offers institutional and pension consulting services—including recommending money managers and other plan service providers—which is less common among peers of its size. The firm requires clients to custody assets with a specific institutional custodian (Schwab Institutional) and accesses institutional research and operational services from that custodian, which may include soft‑dollar research and related benefits.
Client services
Expertise
Fee options
Fixed financial planning fees between $0 and $5,000
$0 - $500,000: 1.40% $500,001 - $1,000,000: 1.10% $1,000,001 - $2,500,000: 0.90% $2,500,001 - $5,000,000: 0.75% $5,000,001 - $8,000,000: 0.60% $8,000,001+: 0.40%
Pension consulting: $200-$500 per hour; Financial planning: $300-$500 per hour
Fee-only: Fixed fees between $0 and $5,000; Hourly fees $300-$500 for financial planning services; Hourly fees between $200 and $500 for pension consulting services
Main office
Hancock MI
Advisors at this office
1
Most active in
Michigan · Montana · North Dakota · Texas
Also doing business as
Copper Range Wealth Management LLC · Copper Range Wealth Management, LLC
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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