Coast Wealth Management is a registered investment advisor founded in 2003, located in San Clemente, California. The firm provides personalized investment management and financial planning services to individuals, families, trusts, estates, charitable organizations, and small businesses. Coast Wealth Management focuses on strategic asset allocation, utilizing a core and satellite approach with index and exchange-traded funds as core holdings and actively managed funds for additional opportunities. The firm handles various areas including retirement planning, tax strategies, estate planning, education funding, cash flow management, and insurance reviews. Coast Wealth Management operates on a fee-only basis, meaning it does not accept commissions or financial product sales fees, ensuring advice remains unbiased. Portfolios are globally diversified, and the firm tailors strategies to each client's specific goals and risk tolerance.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Fees are negotiable. Current client relationships may have higher or lower rates.