Coulombe And Sons Wealth Management provides investment advice and financial planning services. They offer non-discretionary asset management, meaning they need your approval before making any trades. They also offer financial planning services, including full financial plans and consulting on specific topics. Coulombe And Sons Wealth Management also provides services to retirement plans, acting as an advisor to plan sponsors.
Assets Under Management$5.3M
Clients23
Advisors1
Avg. per Client$230K
Avg. per Advisor$5.3M
www.coulombeandsons.com ·www.linkedin.com/in/andrecoulombecfp ·www.facebook.com/people/coulombe-and-sons-accou...
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.25% |
| $5M+ | 0.25% |
Fees negotiable for accounts over $5,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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