Coastal Wealth Advisory Services (CWA) provides investment management services, both with and without the authority to make trades without asking first. CWA also offers services to retirement plans, including acting as an investment manager. As part of the investment recommendations, CWA may complete a financial plan, which includes a review of wills, estate plans, trusts, investments, taxes, qualified plans, insurance, retirement income, Social Security, and college planning.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 1.65% |
| $50K - $100K | 1.35% |
| $100K - $200K | 1.20% |
| $200K - $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.70% |
| $3M+ | 0.60% |
The annual fee is negotiable based upon certain criteria (e.g., historical relationship, type of assets, anticipated future earning capacity, anticipated future additional assets, dollar amounts of assets to be managed, related accounts, account composition, negotiations with Clients, etc.).