Coyne Capital Management (CCM) offers investment management services tailored to individual client goals, including asset allocation and portfolio monitoring. CCM also provides financial planning services covering retirement, college funding, insurance, tax, and debt/credit planning. CCM typically works with clients who have at least $500,000 of assets, though this minimum may be waived.
Assets Under Management$69M
Clients28
Advisors2
Avg. per Client$2.5M
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$500K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.00% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.55% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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