Mary Coughlin
Mary Coughlin is a registered investment advisor at Barnegat Bay Capital Management LLC, based in Brant Beach, NJ, with 21 years of industry experience. Mary operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 68 clients with $110M 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 $7.5M | 1.00% |
| $7.5M - $15.0M | 0.90% |
| $15M+ | 0.90% |
Fees negotiable for accounts over $15,000,000.
Fee Estimator
Location
Brant Beach, NJ
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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 →Employment History
Current Registrations
Barnegat Bay Capital Management LLC
Previous Registrations
Barnegat Bay Capital Management LLC
State Registrations2 states
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