Coombs Wealth Advisory provides wealth management services, including investment portfolio management and financial planning, tailored to the size and complexity of the client's needs. They offer both percentage-based and fixed-fee options for wealth management. Coombs Wealth creates customized investment strategies using mutual funds, exchange-traded funds, individual stocks, and bonds. They also provide ongoing financial planning services, including investment, retirement, and education savings planning. They may also recommend independent managers for a portion of a client's portfolio.
Fee Structure
Coombs Wealth Advisory offers wealth management services with fees ranging from 0.50% to 0.75% annually, depending on the size, complexity, and overall relationship with the client. Smaller accounts or those with multiple objectives may be charged a higher fee. Fees may be negotiable at the advisor's discretion.