Michael Vandenburg
Michael Vandenburg is a CFP-designated registered investment advisor at Coast Wealth Management, INC., based in San Clemente, CA, with 24 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, Investment Management, Retirement Planning, and 1 more. Their firm serves 25 clients with $41M 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 | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
302 N El Camino Real, 212-C, San Clemente, CA, 92672
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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
Coast Wealth Management, INC.
Previous Registrations
Coast Wealth Management, INC.
Coast Wealth Management, INC.
Coast Wealth Management, INC.
Charles Schwab & CO., INC.
State Registrations1 state
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