Robert Coady
Robert Coady is a registered investment advisor at Wealthmark Advisory Group, LLC, based in San Clemente, CA, with 33 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 86 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
WealthMark Advisory Group charges a percentage of your portfolio each year for investment management. They have multiple fee schedules, so the exact rate depends on the specific agreement. Here are some examples of their fee structures:
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Fee Schedule #1:
- First $500,000: 1.00%
- $500,000 - $1,000,000: 0.90%
- $1,000,000 - $5,000,000: 0.60%
- Over $5,000,000: 0.40%
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Fee Schedule #2:
- First $500,000: 1.00%
- $500,000 - $1,000,000: 0.90%
- $1,000,000 - $3,000,000: 0.80%
- $3,000,000 - $5,000,000: 0.60%
- $5,000,000 - $6,000,000: 0.40%
- Over $6,000,000: 0.25%
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Fee Schedule #3:
- All assets: 0.25%
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Fee Schedule #4:
- All assets: 0.40%
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Fee Schedule #5:
- $1,000,000 - $2,500,000: 0.45%
- $2,500,000 - $5,000,000: 0.35%
- $5,000,000 - $10,000,000: 0.30%
- Over $10,000,000: 0.25%
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Fee Schedule #6:
- First $500,000: 0.60%
- $500,000 - $1,000,000: 0.50%
- $1,000,000 - $3,000,000: 0.45%
- $3,000,000 - $5,000,000: 0.40%
- $5,000,000 - $6,000,000: 0.30%
- Over $6,000,000: 0.25%
Location
San Clemente, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Robert is an independent insurance agent selling disability, life, accident, and health insurance products since 1987, dedicating a few hours per week.
Employment History
Current Registrations
Wealthmark Advisory Group, LLC
Previous Registrations
Walnut Street Securities, INC.
Walnut Street Advisers INC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.