Coastal Bridge Advisors provides financial planning, consulting, and wealth management services. They work closely with clients to understand their goals and risk tolerance. Coastal Bridge Advisors uses a disciplined process and high-quality investment products to create diversified portfolios. They also offer access to margin loans, collateralized loans, and residential mortgages through financial institutions.
Assets Under Management$4.6B
Clients1,584
Advisors25
Avg. per Client$2.9M
Avg. per Advisor$180M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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. Fees 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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
25 Advisors at this firm
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