Jeffrey Coyner is a registered investment advisor at Via IV Investments, LLC, based in Burr Ridge, IL, with 12 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 531 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.70% |
| $2.0M - $4.0M | 0.60% |
| $4M+ | 0.50% |
Maximum fee for clients of Scott Mann is 1.50%, potentially reaching 1.85%. Fees are negotiable at the adviser’s discretion. The "Wisefactors" digital investment program charges up to 0.90% annually.
Fee Estimator
Location
Burr Ridge, IL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is employed full-time at HTG Capital, where he performs financial research and portfolio management. This activity is investment-related.
Employment History
Current Registrations
Via IV Investments, LLC
State Registrations1 state
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