CoastEdge Partners is an independent advisory firm that creates, manages, and oversees investment portfolios for families, foundations, private funds, and other clients. CoastEdge aims to preserve capital, reduce volatility, and increase long-term purchasing power through conservative growth. They offer custom multi-asset class portfolios and CoastEdge Fund Vehicles. CoastEdge also provides comprehensive reporting services and financial planning services.
Fee Structure
CoastEdge Partners offers custom investment portfolios. The annual advisory fee ranges from 0.20% to 0.65% of your portfolio, subject to a minimum annual fee of $65,000 to $150,000. If you don't meet these minimums, you may be charged 1.00% of your portfolio. CoastEdge may also use private investment vehicles called CoastEdge Funds. Advisory clients who meet the minimum fee requirements do not pay an additional layer of management fees for the CoastEdge Funds.