Coast Capital Management (CCM) offers personalized financial planning and investment management. CCM provides advice through consultations, covering financial objectives, problem identification, cash flow, tax, insurance, investment management, education, retirement, and estate planning. CCM is a fee-only firm, not selling commissioned products or affiliated with entities that do. Investment advice is provided with the client making the final decision. CCM manages investments primarily in passively managed mutual funds or exchange-traded funds.
Assets Under Management$13M
Clients51
Advisors1
Avg. per Client$250K
Avg. per Advisor$13M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
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 client will be responsible for trade expenses paid to the custodian.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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