Steven Simpson is a registered investment advisor at Coastedge Partners, LLC, based in San Diego, CA, with 22 years of industry experience. Steven 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
4655 Executive Drive, Suite 325, San Diego, CA, 92121
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Coastedge Partners, LLC
Previous Registrations
Gurtin Municipal Bond Management
Morgan Stanley & CO., Incorporated
Morgan Stanley
State Registrations2 states
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