Coronado Investment Advisors (CIA) offers investment management services, creating customized portfolios for clients based on their goals, risk tolerance, and investment experience. CIA uses an adaptive approach to active management, adjusting strategies based on expected long-term returns. CIA primarily uses individual stocks and bonds, as well as exchange-traded funds (ETFs). CIA does not provide custodial services; client assets are held at a brokerage account.
Assets Under Management$28M
Clients38
Advisors2
Avg. per Client$740K
Avg. per Advisor$14M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.90% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.40% |
| $15M+ | 0.30% |
Fees may be negotiable. For Robo strategies, the management fee is fixed 0.35%/year.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...