Micah Weinstein is a CFA-designated registered investment advisor at Coast Bridge Capital, based in Brooklyn, NY, with 4 years of industry experience. Micah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $78M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Coast Bridge Capital charges a quarterly fee based on the value of your investments. The fee varies depending on the investment strategy used and the total amount you have invested with them.
For the Asset Allocation Strategy, the annual fee is:
- $0-$999,999: 0.60%
- $1,000,000-$4,999,999: 0.55%
- $5,000,000-$9,999,999: 0.50%
- $10,000,000+: 0.45%
For the Cultural All Capitalization (CAC) Strategy, the annual fee is:
- $0-$999,999: 1.50%
- $1,000,000-$4,999,999: 1.00%
- $5,000,000-$9,999,999: 0.85%
- $10,000,000+: 0.60%
The minimum investment for the stock portfolio (CAC Strategy) is $50,000.
Location
Brooklyn, NY
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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 Bridge Capital
Previous Registrations
LPL Financial LLCBroker
Incapital LLCBroker
State Registrations3 states
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