Richard Effress is a registered investment advisor at Coastedge Partners, LLC, based in La Jolla, CA, with 16 years of industry experience. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Insurance Planning, and 1 more. Their firm serves 186 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
CoastEdge Partners offers custom investment portfolios. The annual advisory fee ranges from 0.20% to 0.65% of your portfolio, subject to a minimum annual fee of $65,000 to $150,000. If you don't meet these minimums, you may be charged 1.00% of your portfolio. CoastEdge may also use private investment vehicles called CoastEdge Funds. Advisory clients who meet the minimum fee requirements do not pay an additional layer of management fees for the CoastEdge Funds.
Location
888 Prospect Street, Suite 220, La Jolla, CA, 92037
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Richard is the President of Shores Ventures LLC, a company involved in real estate and other investments (not investment management). He dedicates about 10-20% of his time to managing various holdings.
Employment History
Current Registrations
Coastedge Partners, LLC
State Registrations3 states
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