Coombs Wealth Advisory provides personalized wealth management, investment portfolio oversight, and comprehensive financial planning services to individuals, high net worth individuals, trusts, estates, and businesses. Coombs Wealth Advisory operates as a fiduciary, meaning they are legally required to act in your best interest. Their approach combines long-term investment strategies—primarily utilizing diversified mutual funds, exchange-traded funds, individual stocks, and bonds—with ongoing financial planning that covers retirement, personal savings, education funding, and tax strategies. Coombs Wealth Advisory offers two main wealth management solutions based on relationship size and complexity: a percentage-of-portfolio fee structure and a fixed-fee structure. They also coordinate with independent managers when appropriate and maintain an affiliation with a tax and accounting firm to provide related services.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.75% |
Wealth management advisory fees range from 0.50% to 0.75% annually depending on relationship size, complexity, and account characteristics. Fees are negotiable at the advisor's sole discretion.