Coastal Bridge Advisors offers holistic and personalized financial planning, consulting, and wealth management services to individuals, high-net-worth families, trusts, estates, and retirement plans. Coastal Bridge Advisors focuses on understanding each client's unique goals, risk tolerance, and tax situation before building a customized, diversified portfolio. The firm utilizes a disciplined investment process that may include global equities, fixed income, mutual funds, exchange-traded funds, and third-party managers. In addition to investment management, Coastal Bridge Advisors provides guidance on cash flow analysis, retirement planning, estate planning, education funding, and business planning. Clients also have access to specialized services such as credit and cash management solutions, insurance consulting, and alternative investments through affiliated networks. Coastal Bridge Advisors operates as a fiduciary, meaning the firm is legally required to act in your best interest when managing your assets and providing investment advice.
Fee Structure
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% |
Fees are negotiable. Accounts held at Cidel Bank & Trust generally carry higher fees due to added administrative costs. Legacy accounts from TrinityPoint may follow different fee schedules.