Frequently
Asked
Questions
 

How does Copperwynd Financial get paid?

At Copperwynd, we typically will charge a client 1% of the assets under management and that is assessed and billed quarterly.
What makes you different that other advisory firms?

We do not believe that a basic asset allocation works as well as it once did in years past. Our firm uses quantitative models that take the emotion out of investing.
What should I look for in a Financial Advisor?

You should go with someone you are comfortable with and trust and whose investment ideals match your own.  There are many agencies that oversee and regulate investment advisory practices including the SEC and FINRA. FINRA specifically has a checklist of items to watch out for.  If you are concerned that you are dealing with a fraudulent advisor please visit  http://www.finra.org/investors/avoid-fraud
Contact us for a free consultation!