Coast Capital Management is a registered investment advisor founded in 1994, located in Bainbridge Island, Washington. The firm offers personalized financial planning and investment management for individuals, families, trusts, estates, charitable organizations, and small businesses. Services cover cash flow management, tax planning, insurance reviews, investment management, education funding, retirement planning, and estate planning. Investment advice is delivered using strategic asset allocation primarily through passively managed mutual funds and exchange-traded funds, with the client maintaining final decision-making control via an Investment Policy Statement. Coast Capital Management operates on a fee basis, charging for investment management based on a percentage of the portfolio value, or billing by the hour for financial planning and tax preparation services. The firm does not sell commissioned products such as insurance or annuities.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable. The schedule applies to assets managed above the $100,000 minimum account size.