Coral Wealth Management offers investment advice tailored to clients' needs and objectives. Services include discretionary portfolio management, financial planning, pension consulting, and Health Savings Account advisory services. Coral uses model portfolios based on risk tolerance. Clients are not obligated to act on financial planning recommendations and can use any brokerage firm.
Fee Structure
Coral Wealth Management's annual fee for portfolio management ranges from 0.50% to 1.00% of your portfolio's value. The exact percentage depends on the amount you invest, the complexity of the services, and the level of administration. There is a $900 minimum annual fee to open and maintain an advisory account, but this may be waived. For Health Savings Accounts, the annual fee is a flat $360, billed monthly at $30.