Coquina Private Wealth manages tailored investment portfolios and offers comprehensive financial planning services for individuals, high-net-worth clients, businesses, and charitable organizations. Coquina Private Wealth develops personalized investment strategies based on each client's specific goals, risk tolerance, time horizon, and liquidity needs, utilizing fundamental and technical analysis alongside asset allocation. In addition to portfolio management, Coquina Private Wealth provides financial planning covering retirement, cash flow and debt management, business consulting, employee benefits optimization, estate planning support, insurance analysis, and tax strategy guidance. Coquina Private Wealth operates as a registered investment advisor and may engage outside managers or sub-advisers to assist with investment execution. The firm does not have a minimum investment account size requirement for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees have limited negotiability and are paid in advance on a quarterly basis. Financial planning is included in the advisory fee.