Advisor at Coats Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coats Wealth Management
Location
Gilbert, AZ 85233
Credentials
Series 65
Industry experience
< 1 year
Benjamin Coats is the sole advisor at Coats Wealth Management in Gilbert, AZ. He holds a Series 65 designation and has prior work experience at Granite Lake Partners, Ascend Software, and Happy Paws Veterinary Partners. Coats Wealth Management is a registered investment adviser offering discretionary portfolio management, financial planning, and investment consulting to individuals, families, small business owners, professionals, and institutional clients. The firm employs a fundamental analysis approach with diversified asset allocation and provides client oversight through regular reviews and quarterly performance reports.
Based on Coats Wealth Management
Based on Coats Wealth Management
Portfolio management fees for accounts $150,000 and under are flat quarterly fees ranging from $300 to $2,000 depending on account size; Financial planning flat fees as above
$0 - $150,000: $300 quarterly (flat fee) $150,001 - $250,000: $600 quarterly (flat fee) $250,001 - $500,000: $900 quarterly (flat fee) $500,001 - $750,000: $1,500 quarterly (flat fee) $750,001 - $1,000,000: $2,000 quarterly (flat fee) $1,000,001 - $2,000,000: 0.75% annually on assets in this tier $2,000,001 - $5,000,000: 0.65% annually on assets in this tier $5,000,001 - $10,000,000: 0.50% annually on assets in this tier $10,000,001+: 0.35% annually on assets in this tier
$300 per hour for consulting services
Account minimum: $50,000 Fee-only: Financial planning: Basic Retirement Plan $750 (reduced to $450 for income below $100,000), Comprehensive Financial Plan $1,000, Annual Plan Update $450; Hourly Consultation $300
65 S Presidio Dr
Gilbert, AZ 85233
Arizona
Happy Paws Veterinary Partners
2022 - Present (4 years)
Ascend Software
2020 - 2022 (2 years)
Granite Lake Partners
2015 - 2020 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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