Coughlin Financial offers financial planning, consulting, and investment management services. Financial planning covers business planning, investments, insurance, retirement, education, and estate planning. Investment management involves allocating assets among exchange-traded funds and individual debt and equity securities. Coughlin Financial works with clients to determine their risk tolerance and investment objectives.
Assets Under Management$35M
Clients39
AdvisorsN/A
Avg. per Client$900K
Avg. per AdvisorN/A
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees above $5,000,000 are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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