Flavio Medeiros
Flavio Medeiros is a registered investment advisor at Coast Wealth Management Group, LLC, based in Myrtle Beach, SC, with 10 years of industry experience. Flavio operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 43 clients with $7.9M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1000 21st Ave N., Suite 12, Myrtle Beach, SC, 29577
Get directionsHistory
Regulatory History (1)
Regulatory
September 2010Other Business ActivitiesSells Insurance
Flavio is an agent/manager for Fixed Insurance, selling life insurance, Medicare, and related products including fixed annuities, dedicating about 10-20% of his time. He also assists his spouse with real estate duties for Innovate Real Estate, spending a few hours per week.
Employment History
Current Registrations
Coast Wealth Management Group, LLC
Previous Registrations
Integrity Alliance, LLC
Success Wealth Management LLC
Lincoln InvestmentBroker
Wells Fargo Advisors, LLCBroker
MML Investors Services, LLCBroker
Proequities, INC.Broker
Uvest Financial Services Group, INC.Broker
State Registrations1 state
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.