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James Betzig

Coastal Bridge Advisors
31 Years of Experience
Milford, CT
View SEC Summary
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James Betzig is a registered investment advisor at Coastal Bridge Advisors, based in Milford, CT, with 31 years of industry experience. James 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.

Coastal Bridge Advisors
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
40 advisors
Number of Clients
1,997 clients
Average Client Portfolio
$2.5M average
Assets Under Management
$5.0B

Fee Structure

Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5.0M - $10.0M0.80%
$10.0M - $50.0M0.65%
$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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

612 Wheelers Farms Road, Milford, CT, 06461

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

James is a Partner/CEO and Senior Wealth Advisor at CBA Management Co., LLC.

Employment History
Current Registrations
Coastal Bridge Advisors
January 2025 - Present · 1 yr 9 mos
Previous Registrations
Trinitypoint Wealth, LLC
June 2018 - January 2025 · 6 yrs 7 mos
Beirne Wealth Consulting Services, LLC
March 2013 - June 2018 · 5 yrs 3 mos
Purshe Kaplan Sterling InvestmentsBroker
January 2012 - July 2023 · 11 yrs 6 mos
Beirne Wealth Consulting, LLC
January 2012 - March 2013 · 1 yr 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
January 1995 - January 2012 · 17 yrs
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
October 1994 - January 2012 · 17 yrs 3 mos
State Registrations9 states
CTFLMANCNHNYRITXVA
Advisor

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
No exam information available for this advisor.
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