Firm
Copperlion Investments
St. George, Utah
Fee-only
Copperlion Investments at a glance
- One of 107 fee-only firms based in Utah in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 34 individual clients, 2 of them high net worth.
- Its average account is about $113,000 (assets it manages divided by its 34 accounts).
Fee-only advisors in Utah · What fee-only advisors charge in Utah
Facts
| Based in | St. George, Utah |
|---|---|
| Phone | (435) 592-5110 |
Copperlion Investments fees
Copperlion Investments doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly |
|---|---|
| Assets managed | $4 million |
| Individual clients | 32 |
| High-net-worth clients | 2 |
| Accounts managed | 34 |
| Employees | 1 |
| Planning clients | 0 |
| Financial planning | Offered |
| Form ADV filed | March 28, 2026 |
| SEC record | CRD 171442 |