Coronado Financial Group offers financial planning services, including retirement planning and portfolio analysis. Investment advice is provided through Osaic Wealth, a registered broker-dealer. Coronado does not manage client assets directly but can recommend investments, primarily mutual funds, and clients can implement these recommendations through Osaic. Financial planning recommendations are tailored to individual client needs and goals.
Fee Structure
Coronado Financial Group offers investment advice through Osaic Wealth's Advisor Managed Portfolios program. This program charges a quarterly fee based on the value of your account. The fee covers advisory services and transactions. The maximum annual fee ranges from 2.30% to 0.80% depending on the amount you invest.
Alternatively, you can choose Advisor Managed Portfolios with separate advisory fees and per-trade transaction charges. The maximum annual fee ranges from 2.00% to 0.80% depending on the amount you invest.
These fees are negotiable and may vary based on the complexity of your situation.