COAH Financial offers investment management and financial planning services to individuals, high net-worth individuals, charitable organizations, and corporations. Financial planning covers areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. COAH Financial may recommend third-party professionals but does not receive compensation from them.
Assets Under Management$2.6M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.6M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1000K | 1.20% |
| $1.0M - $3.0M | 0.95% |
| $3.0M - $6.0M | 0.80% |
| $6.0M - $10.0M | 0.70% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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