Assets Under Management
$922.2M
Number of Clients
426
Number of Advisors
11
Average Client AUM
$2.2M
AUM per Advisor
$83.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Coyle Financial Counsel, LLC provides Discretionary Asset Advisory Services, Non-Discretionary Asset Advisory Services, and Wealth Advisory Services to individuals, families, retirement plans, trusts, estates, charitable organizations and/or other business entities. Coyle provides investment strategies that employ tactical and strategic asset allocation approaches.
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
Location
2700 Patriot Blvd., Suite 440, Glenview, IL, 60026