Assets Under Management
$321.0M
Number of Clients
401
Number of Advisors
7
Average Client AUM
$801K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Coign Capital Advisors offers asset management, financial planning & consulting, and pension consulting services. Asset management includes tailored portfolios using stocks, bonds, ETFs, and mutual funds. Financial planning covers investment, retirement, estate, and tax planning. Pension consulting assists employer plan sponsors with retirement plan establishment and monitoring.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable from 0.75% for amounts over $5,000,000. Clients who have over $10 million in assets under management may negotiate a flat fee for our asset management service. The flat fee will be dependent on the scope and complexity of the engagement. In any case, the total fee will not exceed 0.75% of the assets under management.
12012 South 700 E., Suite 100, Draper, UT, 84020