Services
At COCO Enterprises, we provide you with the best tools available to help you manage your finances. What we offer:
WEALTH MANAGEMENT
- Fee-based accounts with several investment strategies available
- Use our Confidential Client Questionnaire
to see what wealth management strategies
may be right for you, and contact us to
discuss your results - Note: See Schedule of Fees Below
FEE-BASED FINANCIAL PLANNING
- Cash Flow Planning
- Debt Management
- Education Planning
- Estate Planning
- Investment Planning
- Retirement Planning
- Risk Management
- Small Business Consulting
If you need help managing your finances, or just want to know what your budget looks like, use our Expenses and Budgeting Worksheet (click link to download) to find out where you stand. Contact us about your results, and we can create a financial plan that works for you.
Schedule of Fees
| Household Assets Under Management |
Annual Advisory Fee |
| $0-$99,999 | 1.85% |
| $100,000-$249,000 | 1.50% |
| $250,000-$499,999 | 1.35% |
| $500,000-$749,999 | 1.25% |
| $750,000-$999,999 | 1.10% |
| $1,000,000-$2,000,000 | 1.00% |
| Over $2,000,000 | Negotiable |
Hourly Consultation Fee is $175 per hour. First Consultation is Free.