Coastal Wealth Management provides personalized investment supervisory services to managed accounts on a discretionary basis. The firm creates custom-tailored investment advice to meet the needs and investment objectives of its clients. Coastal Wealth is authorized to manage the account, including determining securities to be bought/sold, the amount of securities, and the broker to be used. The firm also provides continuous supervision and re-optimization of the portfolio.
Assets Under Management$5.7M
Clients34
Advisors1
Avg. per Client$170K
Avg. per Advisor$5.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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