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Erik Wallin

Coastal Bridge Advisors
22 Years of Experience
Hingham, MA
1 DisclosureSells Insurance
View SEC Summary
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Erik Wallin is a registered investment advisor at Coastal Bridge Advisors, based in Hingham, MA, with 22 years of industry experience. Erik 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

99 Derby Street, Suite100, Hingham, MA, 02043

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History

Regulatory History (1)
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Customer Dispute
November 2012
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Erik is a managing partner at One Charles Private Wealth, an RIA, dedicating full-time hours to portfolio and strategy management. He is also an insurance agent with PKS Financial, researching and implementing fixed insurance products for clients, which takes about 10-20% of his time.

Employment History
Current Registrations
Coastal Bridge Advisors
July 2026 - Present · 3 mos
Previous Registrations
One Charles Private Wealth
May 2017 - August 2026 · 9 yrs 3 mos
One Charles Private Wealth, LLC
November 2015 - March 2017 · 1 yr 4 mos
Purshe Kaplan Sterling InvestmentsBroker
November 2015 - June 2026 · 10 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
February 2005 - November 2015 · 10 yrs 9 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2004 - November 2015 · 11 yrs 4 mos
State Registrations6 states
CAFLMANYRITX
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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