Laurie Itkin is a registered investment advisor at Coastwise Capital Group, LLC, based in San Diego, CA, with 13 years of industry experience. Laurie operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 167 clients with $210M 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 - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees for amounts over $3,000,000 are negotiable. Certain accounts may be subject to a performance fee of up to 20%.
Fee Estimator
Location
San Diego, CA
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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 →Other Business Activities
Laurie is the founder of The Options Lady, an education business, and Rouge Government and Public Affairs, a public affairs business. These activities are not investment-related.
Employment History
Current Registrations
Coastwise Capital Group, LLC
State Registrations2 states
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
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