Coleman Advisory offers financial planning for a flat or hourly fee. Services include analyzing a client's financial situation, retirement planning, education planning, investment analysis, and tax planning. Coleman Advisory also provides investment advisory services on a discretionary or non-discretionary basis, implementing investment strategies based on client goals, risk tolerance, and financial situation. Insurance products are offered on a commission basis.
Assets Under Management$24M
Clients35
Advisors1
Avg. per Client$680K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$30K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.0M | 0.60% |
| $2M+ | 0.50% |
Fees are negotiable. Advisor may combine the account values of family members living in the same household to determine the applicable Advisory Fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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