Assets Under Management
$922.2M
Number of Clients
426
Number of Advisors
11
Average Client AUM
$2.2M
AUM per Advisor
$83.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Coyle Financial Counsel, LLC provides discretionary and non-discretionary asset advisory services, and wealth advisory services. Services are provided to individuals, families, retirement plans, trusts, estates, charitable organizations and/or other business entities. They also offer financial assessment and monthly subscription services.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50M+ | 0.50% |
Fees negotiable for assets over $50,000,000.
2700 Patriot Blvd., Suite 440, Glenview, IL, 60026