Coquina Private Wealth manages investment portfolios based on clients' individual needs, goals, and risk tolerance. They also offer financial planning services covering areas like business planning, cash flow management, college savings, estate planning, insurance, retirement planning, and tax strategies. Coquina may use sub-advisers to manage client investments.
Assets Under Management$420M
Clients1,519
Advisors7
Avg. per Client$270K
Avg. per Advisor$60M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.85% |
| $10.0M - $20.0M | 0.75% |
| $20M+ | 0.50% |
Fees have limited negotiability. Financial planning and sub-adviser fees are included.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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