The Real Wealth Coterie
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides financial planning and discretionary investment management to individual clients, small business owners, and charitable organizations. Services described in the brochure include comprehensive financial planning with ongoing discretionary portfolio management, standalone discretionary investment management, limited-scope planning, strategic business financial planning, and charitable-entity financial consulting.
The investment approach emphasizes long-term, passive, diversified asset allocation implemented through mutual funds, exchange-traded funds, stocks, and bonds, with portfolios governed by a written investment policy statement and managed on a discretionary basis when authorized. Client engagement is largely virtual and ongoing, with at least semiannual reviews, a client portal (Money Rhythm), and coordination with clients’ other professionals for tax, legal, and estate matters.
Distinctive elements for a single-advisor boutique include targeted services for charitable entities (including participation in donor-advised fund advisory and 529 plan management) and an explicit Strategic Business/Charitable planning workflow that is used as the foundation before implementing discretionary investment management for those clients. The firm’s principal holds professional credentials (CFP® and MBA) and maintains related entrepreneurial and consulting activities in the financial services space, which the brochure discloses as additional business engagements.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Strategic Business Financial Planning Services (minimum $15,000 annually) and Charitable Entity Financial Consulting Services (minimum $25,000 annually), paid quarterly in advance.
$0 - $500,000: 1.50% Over $500,000 - $750,000: 1.25% Over $750,000 - $1,000,000: 1.00% Over $1,000,000 - $3,000,000: 0.85% Over $3,000,000 - $5,000,000: 0.65% Over $5,000,000 - $10,000,000: 0.50% Over $10,000,000+: 0.35%
Limited Financial Planning Services charged at $500 per hour with a minimum of two billable hours.
Minimum fee: Minimum annual retainer fee of $6,500 for individuals and $8,500 for couples for Comprehensive Financial Planning and Discretionary Investment Management Services; minimum annual fee of $15,000 for Strategic Business Financial Planning Services; minimum annual fee of $25,000 for Charitable Entity Financial Consulting Services. Fee-only: Comprehensive Financial Planning and Discretionary Investment Management Services include an annual retainer fee and an AUM fee; fees may be negotiable and discounts or waivers are possible.
Main office
369 Washington Avenue, #7012
New Haven CT 06519
Advisors at this office
1
Most active in
Connecticut · Texas
Also doing business as
The Real Wealth Collective · The Real Wealth Collective LLC · The Real Wealth Coterie · The Real Wealth Coterie LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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