Coherent Financial Advisers offers portfolio management tailored to individual client goals and risk tolerance. They also provide financial planning covering investments, insurance, taxes, retirement, college, and debt. Coherent generally advises on mutual funds, fixed income, equities, ETFs, and non-U.S. securities. Clients can place restrictions on investments, but Coherent may terminate the relationship if those restrictions hinder their ability to manage the account.
Assets Under Management$41M
Clients61
Advisors2
Avg. per Client$680K
Avg. per Advisor$21M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3M+ | 0.75% |
Fees are generally negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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