Matthew Coutcher is a CFP-designated registered investment advisor at Coastal Bridge Advisors, based in Milford, CT, with 8 years of industry experience. Matthew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 1,997 clients with $5B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.
Fee Estimator
Location
612 Wheelers Farms Road, Milford, CT, 06461
Get directionsHistory
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
Matthew is a partner and wealth advisor at CBA Management Co. LLC.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Trinitypoint Wealth, LLC
Goldman Sachs Personal Financial Management
Wescott Financial Advisory Group LLC
State Registrations5 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
More Advisors
- Dana Mascalo, CFPCoastal Bridge Advisors
- Lise Robinson, CFPCoastal Bridge Advisors
- Eric PasseriCoastal Bridge Advisors
- Michael Messina, CFPCommonwealth Financial Network
- Michael Re, ChFCPrivate Client Services, LLC
- Wanda Carlson, ChFCState Farm Investment Management CORP.