Coadjutant Financial Planning Services helps investment advisor representatives by completing, auditing, and updating financial plans for the advisors' clients. Coadjutant does not manage or hold client assets, nor do they implement the financial plans. They offer comprehensive and premier financial plans, which include various financial concerns such as insurance, education, retirement, investments, tax, and estate planning.
Assets Under ManagementN/A
Clients12
Advisors1
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.50% |
| $1.0M - $2.0M | 0.45% |
| $2.0M - $3.0M | 0.40% |
| $3.0M - $4.0M | 0.30% |
| $4.0M - $5.0M | 0.25% |
| $5M+ | 0.20% |
Fees are paid by the advisor, not the client. Fees are subject to negotiation and may be discounted by 50% or more for multiple plans. Consulting is available at an hourly rate of $500.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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