My Financial Coach, LLC provides ongoing portfolio management on a discretionary basis, tailoring strategies to each client's goals, risk tolerance, and time horizon. Services include investment strategy, asset allocation, and regular monitoring. They also offer financial planning covering investments, insurance, taxes, retirement, college, and debt. Investment advice is generally limited to fixed income, real estate funds, equities, ETFs, treasury inflation-protected bonds, and mutual funds.
Assets Under Management$54M
Clients128
Advisors3
Avg. per Client$420K
Avg. per Advisor$18M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.85% |
| $1M+ | 0.85% |
Fees are negotiable. Qualified clients may pay 0.85% of assets under management along with a 20% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...