Eric Passeri is a registered investment advisor at Coastal Bridge Advisors, based in Milford, CT, with 39 years of industry experience. Eric operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
612 Wheelers Farms Road, Milford, CT, 06461
Get directionsHistory
Regulatory History (1)
Customer Dispute
September 2002Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Trinitypoint Wealth, LLC
Beirne Wealth Consulting Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Beirne Wealth Consulting, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations1 state
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.
Exams
More Advisors
- Matthew Coutcher, CFPCoastal Bridge Advisors
- Dana Mascalo, CFPCoastal Bridge Advisors
- Lise Robinson, CFPCoastal Bridge Advisors
- Michael Messina, CFPCommonwealth Financial Network
- Michael Re, ChFCPrivate Client Services, LLC
- Wanda Carlson, ChFCState Farm Investment Management CORP.