Benjamin Coats is a registered investment advisor at Coats Wealth Management, based in Gilbert, AZ. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Coats Wealth Management uses a hybrid fee structure for investment management. Smaller portfolios are charged a flat quarterly fee, while larger portfolios are charged a quarterly flat fee plus a percentage of the assets in each tier.
- $150,000 or less: $300 per quarter
- $150,001 - $250,000: $600 per quarter
- $250,001 - $500,000: $900 per quarter
- $500,001 - $750,000: $1,500 per quarter
- $750,001 - $1,000,000: $2,000 per quarter
- $1,000,001 - $2,000,000: $2,000 quarterly plus 0.75% annually on assets in this tier
- $2,000,001 - $5,000,000: $2,000 quarterly plus 0.65% annually on assets in this tier
- $5,000,001 - $10,000,000: $2,000 quarterly plus 0.50% annually on assets in this tier
- $10,000,001+: $2,000 quarterly plus 0.35% annually on assets in this tier
Location
65 S Presidio Dr, Gilbert, AZ, 85233
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Coats Wealth Management
State Registrations1 state
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