Nancy Coenen
Nancy Coenen is a CFP-designated registered investment advisor at Quint Investments and Insurance, based in Wappingers Falls, NY, with 5 years of industry experience. Nancy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 391 clients with $89M 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 $250K | 1.40% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.10% |
| $1.0M - $2.0M | 0.90% |
| $2M+ | 0.90% |
Fees are negotiable for accounts above $2,000,000.
Fee Estimator
Location
210 New Hackensack Road, Wappingers Falls, NY, 12590
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Quint Investments and Insurance
State Registrations1 state
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