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Andrew C Brace

Investment Adviser Representative at COPPELL ADVISORY SOLUTIONS LLC

Portland, MICRD #6365633Investment Adviser Rep
No disclosures on record
Sourced from SEC IAPD & FINRA BrokerCheck
Years of Experience
12 yrs
States Registered
1 states
Exams Passed
1

Registrations & licenses

Registration type
Investment Adviser Rep
Registered in 1 states
Michigan
Examinations passed
Series 65
Uniform Investment Adviser Law Examination
Passed 10/27/2014

Approximate fees

Estimated from the firm's Form ADV — individual terms may differ. Not a quote.

Primary fee model
Assets Under Management (AUM)
Asset tierAnnual rate
First $500,0002.00%
Next $500,0001.75%
Next $1,500,0001.50%
Over $2,500,000
Account minimum: $5,000

Firm-stated minimum; may be waived at the firm's discretion.

Source

COPPELL ADVISORY SOLUTIONS LLC Form ADV Part 2A (Item 5), most recent annual amendment.

Official records & sources

Data as of May 30, 2026 · Source: SEC IAPD & FINRA BrokerCheck

About this profile

This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Andrew C Brace has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.

Andrew C Brace - Financial Advisor in Portland, MI | AdvisorFinder