Coign Capital Advisors, LLC provides asset management, automated investment management, financial planning, and consulting services to individuals, high-net-worth individuals, trusts, estates, and businesses. Coign Capital Advisors builds customized investment portfolios using individual stocks, bonds, exchange-traded funds, options, mutual funds, and alternative investments, offering four standard risk-based models ranging from income-focused to aggressive growth. The firm also operates an automated online platform called Iliad that guides clients through automated portfolio management using low-cost exchange-traded funds and mutual funds. In addition to investment management, Coign Capital Advisors offers comprehensive financial planning and consulting covering retirement, estate planning, taxes, insurance, real estate, and business planning. The firm typically recommends Charles Schwab & Co. as the custodian for client assets.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees are negotiable for accounts over $5,000,000. Cash alternatives have a separate fee schedule ranging from 0.15% to 0.25%.