Coign Capital Advisors LLC

Coign Capital Advisors, LLC is a financial advisory firm based in Draper, Utah, established in 2014. The firm specializes in providing a wide array of investment advisory services, including asset management, financial planning, and pension consulting. They offer four standard portfolio models tailored to clients' risk tolerance and financial objectives: Income, Moderate, Moderately Aggressive, and Aggressive. The firm also provides Iliad Automated Management Services, an automated online platform for investment management. For asset management services, Coign Capital Advisors charges fees based on a percentage of assets under management, with rates ranging from 0.75% to 1.25%. Clients subscribing to the Iliad service are charged a maximum total fee of 0.75% of assets under management. The firm does not accept performance-based fees and does not engage in commissionable securities sales in advisory accounts. Clients are required to maintain a minimum household balance of $250,000 for asset management services. The firm acts as a fiduciary, putting clients' interests ahead of their own. Coign Capital Advisors does not accept proxy authority to vote client securities and does not accept client brokerage commissions. The firm does not provide financial information in the brochure as they do not meet the