Michael Riley is a CFP-designated registered investment advisor at Coign Capital Advisors LLC, based in Draper, UT, with 27 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 466 clients with $470M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees may be negotiable depending on the scope and complexity of the engagement. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. For "Cash Alts", the fees are: Less than $750,000: 0.25%, $750,001 to $2,500,000: 0.20%, Over $2,500,001: 0.15%. The maximum total fee charged for our Iliad service will not exceed 0.75% of assets under management.
Fee Estimator
Location
12012 South 700 E., Suite 100, Draper, UT, 84020
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Michael is a passive shareholder in Truck Shields/SPG since 2009 and Xvoyant Inc since 2016, and has private equity ownership in Marolina Investors LLC since 2017. He also owns Utah Summer Baseball, LLC, dedicating a few hours per week to coordinating umpires for youth baseball events.
Employment History
Current Registrations
Coign Capital Advisors LLC
Previous Registrations
Allegis Investment Services, LLCBroker
Navigate Private Wealth, LLC
Mutual Securities, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.