Coastal Financial Advisors (CFA) is a fee-only financial advisory firm that provides investment advisory services to individuals, high-net-worth individuals, corporations, businesses, trusts, estates, and charitable organizations. CFA offers services such as cash management, investment management, debt management, asset allocation strategies, budget and cash flow analysis, insurance planning, goal setting, college planning, income tax planning, retirement planning, income tax preparation, and estate planning. CFA tailors agreements to the specific needs of each client.
Fee Structure
Coastal Financial Advisors (CFA) offers investment management as part of its annual fee service. The annual fee for comprehensive services and investment management typically ranges from $3,000 to $20,000. The determination of the fee range is based on an initial conversation about the anticipated scope of work and the complexity of the client's circumstances. Fees are billed quarterly, in arrears.
