Coral Reef Advisors offers investment advisory services, managing portfolios based on clients' objectives. They use a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and mutual funds. Coral Reef tailors its services to individual client needs and addresses any investment restrictions. They do not manage wrap fee programs.
Assets Under Management$80M
Clients15
Advisors2
Avg. per Client$5.3M
Avg. per Advisor$40M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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