Michael Mahoney is a registered investment advisor at Coastal Bridge Advisors, based in Westport, CT, with 31 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,584 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
The fee rate shown applies only to client assets in that tier. Fees for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the fee schedule set forth herein.
Fee Estimator
Location
54 Wilton Road, 1st Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Michael is a committee member for the Investment & Wealth Institute trade organization, dedicating minimal time. He is also involved with MFMahoney Consulting, LLC and the Sea Trail Master Association HOA Finance Committee, dedicating no time to either.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Trinitypoint Wealth, LLC
Peachtree PC Investors, LLCBroker
Alps Distributors, INC.Broker
Griffin Capital Securities, LLCBroker
Morgan Stanley Investment Management INC.
Morgan Stanley Distribution, INC.Broker
Voya Investment Management CO. LLC
Voya Investments Distributor, LLCBroker
Alliancebernstein Investment Research and Management, INC.Broker
First Investors CorporationBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.