Coastwise Capital Group manages investment portfolios and provides financial consulting and planning services for individuals, corporations, trusts, and other entities. Coastwise Capital Group builds customized investment strategies using equities, fixed income, options, and alternative investments, while also considering each client's specific risk profile and financial goals. In addition to investment management, Coastwise Capital Group offers financial consulting and planning covering tax, budgetary, estate, and business planning analysis. The firm operates on a discretionary basis, meaning professionals make trading decisions on behalf of clients under a limited power of attorney.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees for amounts over $3,000,000 are negotiable. Certain accounts may be subject to a performance fee of up to 20%.