Joseph Marshall is a registered investment advisor at Coastal Capital Advisors, based in Irvine, CA, with 5 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 141 clients with $52M 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 $100K | 1.60% |
| $100K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Clients are ascribed an annual flat fee based on the nature and complexity of their financial situation. The minimum annual flat fee is $5,100 for clients maintaining less than $350,000 under management. The maximum annual flat fee is $13,200 for clients maintaining less than $1,000,000 under management. An additional 0.50% annual fee applies if SyntheticFi is retained to manage a portion of the account.
Fee Estimator
Location
Irvine, 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 →Employment History
Current Registrations
Coastal Capital Advisors
State Registrations4 states
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