Coastal Asset Management manages investment portfolios for individuals based on their objectives, time frame, and risk tolerance. They use a combination of fundamental and cyclical analysis to manage portfolios. Before starting, Coastal Asset Management offers a free consultation to discuss available services and determine if a relationship would benefit the client.
Assets Under Management$3.1M
Clients13
Advisors1
Avg. per Client$240K
Avg. per Advisor$3.1M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.90% |
Management fee is negotiable based on the size of the account.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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