Assets Under Management
$4.6B
Number of Clients
1,584
Number of Advisors
25
Average Client AUM
$2.9M
AUM per Advisor
$183.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Coastal Bridge Advisors offers personalized financial planning and discretionary/non-discretionary investment advisory services. They focus on understanding client goals and risk tolerance to build and preserve wealth. They allocate assets among external managers, mutual funds, ETFs, and individual securities. They also offer access to loans and insurance solutions through affiliates.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
The fee rate shown applies only to client assets in that tier. The annual fee for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the fee schedule set forth herein.
54 Wilton Road, 1st Floor, Westport, CT, 06880