Coy Capital Management offers financial planning and investment management services. Financial planning helps clients identify and achieve their financial goals. Investment management involves determining client objectives, creating a suitable investment approach, and monitoring account activity. Coy Capital Management may subscribe client accounts to model portfolios available through Altruist LLC’s Model Marketplace.
Assets Under Management$59M
Clients106
Advisors1
Avg. per Client$560K
Avg. per Advisor$59M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1000K | 1.75% |
| $1.0M - $1.5M | 1.25% |
| $1.5M+ | 1.00% |
Fees may be negotiable in exceptional circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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