Alexa Cammarano is a registered investment advisor at Coastedge Partners, LLC, based in San Diego, CA, with 7 years of industry experience. Alexa 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
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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
Dunham & Associates Investment Counsel, INC.
Dunham & Associates Investment Counsel, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
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.