Coastal Way Financial Group provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. They create an Investment Policy Statement to guide investment decisions. Financial planning services, including investment, insurance, tax, retirement, college, and debt/credit planning, are included in the advisory fee. Coastal Way generally limits its investment advice to mutual funds, equities, bonds, ETFs, REITs, government securities, and alternative investments.
Assets Under Management$66M
Clients85
Advisors1
Avg. per Client$780K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Annual management fees are negotiable for account balances over $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...