Adam Lefler is a registered investment advisor at Coign Capital Advisors LLC, based in Draper, UT, with 15 years of industry experience. Adam 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.
Learn about disclosures →Other Business Activities
Adam is a manager at BER Capital LLC, a pass-through entity for income from Coign Capital. This activity is not investment-related.
Employment History
Current Registrations
Coign Capital Advisors LLC
Previous Registrations
Ameriprise Financial Services, INC.
State Registrations1 state
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