Assets Under Management
$70.4M
Number of Clients
13
Number of Advisors
2
Average Client AUM
$5.4M
AUM per Advisor
$35.2M
Compensation
Fee-Only (AUM)
Coral Reef Advisors offers custom portfolio management on a discretionary basis, tailoring services to individual client needs. They employ a tactical allocation strategy to reduce risk and increase performance, utilizing various securities and mutual funds. The firm does not provide portfolio management services to wrap fee programs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiated at the sole discretion of the Advisor.
13000 Sawgrass Village Circle, Building 9 Suite 48, Ponte Vedra Beach, FL, 32082