Coastal Wealth Advisors offers personalized financial planning and investment management. Their services include helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, fund education, and plan for retirement and estate matters. They work with individuals, high net worth individuals, businesses, and other organizations. Other professionals are engaged directly by the client as needed.
Assets Under Management$110M
Clients110
Advisors2
Avg. per Client$970K
Avg. per Advisor$53M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $750K | 1.35% |
| $750K - $1.5M | 1.15% |
| $1.5M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.75% |
| $10M+ | 0.50% |
Fees are negotiable based on client needs and circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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