Oyinka Coakley is a registered investment advisor at Tep Financial Solutions LLC, based in Davie, FL, with 2 years of industry experience. Oyinka operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 3 clients with $340K 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 $3.0M | 1.50% |
| $3.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is based upon TEP's current AUM. TEP also offers 401(k) services with an annual fee of 1.000% on assets up to $1,000,000,000. TEP offers 401(k) Pilot services with the same fee schedule as the investment supervisory services.
Fee Estimator
Location
6844 Stirling Road, Davie, FL, 33024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Other Business Activities
Oyinka owns COA Consulting Services LLC, providing accounting and business consulting, and COA Ventures LLC, an event venue operator, dedicating about 10-20% of their time and about half their time respectively. Oyinka also serves as the Director of Accounting for Stadium 1 Software LLC and as an Associate Professor at Broward College, spending a few hours per week and about 10-20% of their time respectively.
Employment History
Current Registrations
Tep Financial Solutions LLC
State Registrations1 state
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