Coign Capital Advisors offers investment management and financial planning services. For investment management, they create portfolios using stocks, bonds, ETFs, mutual funds, and other securities, tailored to the client's risk tolerance and financial goals. They also offer an automated online platform called Iliad for clients who don't fit their core services. Financial planning covers areas like retirement, estate, tax, and education planning. Coign Capital may refer clients to other specialists as needed. They also offer pension consulting services to employer plan sponsors.
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 may be negotiable depending on the scope and complexity of the engagement. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. For "Cash Alts", the fees are: Less than $750,000: 0.25%, $750,001 to $2,500,000: 0.20%, Over $2,500,001: 0.15%. The maximum total fee charged for our Iliad service will not exceed 0.75% of assets under management.