Coign Capital Advisors LLC
Assets Under Management
$321.0M
Number of Clients
401
Number of Advisors
7
Average Client AUM
$801K
AUM per Advisor
$45.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Coign Capital Advisors offers asset management, financial planning & consulting, and pension consulting services. They create tailored portfolios using stocks, bonds, ETFs, mutual funds, and other securities. They also offer an automated online platform called Iliad. The firm has developed 4 standard portfolio models that vary due to their level of risk, objectives, and general rate of asset class/security weightings: Income , Moderate, Moderately Aggressive, and Aggressive.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5M+ | 0.75% |
Fees negotiable for accounts over $5 million. Assets under management may also include assets that are held away.
Fee Estimator
Asset management fees are based on a percentage of assets under management. For assets less than $750,000, the fee is 1.25%. For "Cash Alts", the fee is 0.25% for assets less than $750,000. Financial planning fees range from $700 to $5,000, depending on the complexity of the engagement. Pension consulting fees are based on a percentage of plan assets, with a minimum annual fee of $500. Clients with accounts whose aggregated value sums up to less than $500,000 shall be managed upon obtaining the client’s consent to pay an advisory fee of $60 per account on an annual basis paid quarterly.
Areas of Practice
Location
12012 South 700 E., Suite 100, Draper, UT, 84020