T.R.U.E. Coastal Capital offers portfolio management services tailored to clients' objectives and risk tolerance, on both discretionary and non-discretionary bases. They primarily recommend mutual funds and exchange-traded funds, but may also include other securities. The firm also provides hourly, basic, and advanced financial planning and consultation services, covering various topics from retirement to estate planning. Clients can accept or reject any advice.
Assets Under Management$110M
Clients176
Advisors2
Avg. per Client$620K
Avg. per Advisor$55M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1M+ | 0.90% |
Fees are negotiable. Clients and T.R.U.E. Coastal Capital may agree that all assets are billed on a non-tiered schedule, meaning cumulative assets are billed at the annual fee percentage above, unless otherwise negotiated, within the range for cumulative assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...