Coalson Financial Services offers personalized financial planning and investment advice. They work with clients to determine their goals, time horizon, and risk tolerance to develop an investment plan. Investment portfolios typically include mutual funds, CDs, bonds, stocks, and ETFs. They also develop retirement plans and provide semi-annual meetings to review and update plans.
Assets Under Management$12M
Clients21
Advisors1
Avg. per Client$550K
Avg. per Advisor$12M
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $2.0M | 0.50% |
| $2M+ | 0.25% |
Fees are negotiable on a case-by-case basis. Minimum annual fee of $1,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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