Client fees

Fee Structure

Coromandel Wealth Management is a fee-based investment firm. For portfolio management, we are compensated by the client solely with an assessed quarterly fee, and we do not receive any additional compensation for purchasing assets used in those portfolios. For some insurance products that are not fee-only, we do receive a commission which is disclosed to the client. With all of our clients' assets, we act as fiduciaries, always putting the client's needs first.

Our fee structure consists of the following tiered fee levels that are competitive with other independent financial advisory firms, and are much lower than those of the major brokerages.