Coats Wealth Management provides investment and financial advice to individuals, high net worth individuals, families, small business owners, professionals, and retirees. Services include managing investment portfolios, retirement planning, estate planning, tax planning, and risk management. Coats Wealth Management also offers hourly consulting for specific financial questions.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Coats Wealth Management uses a hybrid fee structure for investment management. Smaller portfolios are charged a flat quarterly fee, while larger portfolios are charged a quarterly flat fee plus a percentage of the assets in each tier.
- $150,000 or less: $300 per quarter
- $150,001 - $250,000: $600 per quarter
- $250,001 - $500,000: $900 per quarter
- $500,001 - $750,000: $1,500 per quarter
- $750,001 - $1,000,000: $2,000 per quarter
- $1,000,001 - $2,000,000: $2,000 quarterly plus 0.75% annually on assets in this tier
- $2,000,001 - $5,000,000: $2,000 quarterly plus 0.65% annually on assets in this tier
- $5,000,001 - $10,000,000: $2,000 quarterly plus 0.50% annually on assets in this tier
- $10,000,001+: $2,000 quarterly plus 0.35% annually on assets in this tier
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