Coral Reef Advisors LLC
Assets Under Management
$70.4M
Number of Clients
13
Number of Advisors
2
Average Client AUM
$5.4M
AUM per Advisor
$35.2M
Compensation
Fee-Only (AUM)
About This Firm
Coral Reef Advisors provides custom, discretionary investment management using a tactical allocation strategy. They utilize various securities and may recommend redistributing investment allocations to reduce risk and increase performance, tailoring services to individual client needs.
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 | 0.80% |
| $10M+ | 0.70% |
Fees may be negotiated.
Fee Estimator
You will pay an annual management fee based on the value of your portfolio, billed quarterly in advance. For example, the fee is 1.25% on the first $2 million, 1.00% on the next $3 million (up to $5 million), 0.80% on the next $5 million (up to $10 million), and 0.70% on amounts over $10 million. These fees may be negotiable. The advisor does not have any minimum requirements for opening or maintaining an account.
Areas of Practice
Location
13000 Sawgrass Village Circle, Building 9 Suite 48, Ponte Vedra Beach, FL, 32082