Coffman Wealth Advisors offers investment management and financial planning services to individuals, high net-worth individuals, pension and profit sharing plans, and corporations. Coffman Wealth Advisors creates investment plans based on clients' goals and risk tolerance. Financial planning covers areas like retirement, insurance, and estate planning. Clients with $500,000 or more in managed assets receive financial planning at no additional cost.
Assets Under Management$0
ClientsN/A
Advisors2
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.70% |
| $10M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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