Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.25% |
| $2.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.90% |
| $10.0M - $40.0M | 0.60% |
| $40.0M - $70.0M | 0.50% |
| $70M+ | 0.50% |
Fees negotiable for accounts over $50,000,000.
Fee Estimator
Coyle charges an annual fee based on assets under management, as shown in the table. The firm requires a minimum annual fee of $10,000, and clients with portfolio values less than $800,000 may find comparable services at a lower cost elsewhere. Coyle also offers Financial Assessment Services with fees ranging from $5,000 to $25,000 based on net worth. Financial, Wealth, and Family Consulting Services range from $2,500 to $50,000 annually, billed quarterly. Monthly subscription services range from $50 to $150 per month.
Areas of Practice
Advisor Information
Office location
12381 S Cleveland Ave., Suite #200, Fort Myers, FL, 33907
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
William owns rental property in Georgia, managed by a property management company, and is a board member for both Candlelighters of SWFL and FGCU Planned Giving/Advancement. These activities require minimal time and are not investment-related.