Coyle Financial Counsel provides investment advice and financial planning services. Coyle offers discretionary and non-discretionary asset advisory services, as well as wealth advisory services. These services are available to individuals, families, retirement plans, trusts, estates, charitable organizations, and other business entities. Coyle does not provide tax or legal advice.
Assets Under Management$920M
Clients426
Advisors11
Avg. per Client$2.2M
Avg. per Advisor$84M
Fee Structure
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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