Coyle

Coyle Financial Counsel, LLC, operating as Coyle, is an SEC registered Investment Advisory firm founded in 1972. The firm offers Discretionary Asset Advisory Services, Non-Discretionary Asset Advisory Services, and Wealth Advisory Services to individuals, families, retirement plans, trusts, estates, and charitable organizations. Coyle manages over $800 million of discretionary client assets and over $100 million of non-discretionary client assets as of 12/31/2024. The firm provides Financial Assessment Services, including Current Financial Assessment, Projections, and Recommendations. Investment strategies include tactical and strategic asset allocation approaches based on client objectives and risk tolerance. Coyle may utilize third-party software and allows clients to impose reasonable investment restrictions. The firm charges asset management fees based on a tiered structure and requires a minimum annual fee of $10,000. Coyle acts as a fiduciary and does not charge performance-based fees. The firm has no disciplinary events, provides proxy-voting options, and maintains custody of client assets with a custodian. Coyle reviews accounts annually and has policies in place to ensure best execution and fair trade allocations. The firm does not engage in soft dollar arrangements and has no financial conditions impairing its ability to meet client commitments.