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 FINANCIAL PLANNING

  • Cash Flow Planning
  • Debt Management
  • Education Planning
  • Estate Planning
  • Investment Planning
  • Retirement Planning
  • Risk Management
  • Small Business Consulting

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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.