Coastal Capital Advisors offers ongoing investment management, creating customized portfolios based on client goals and risk tolerance. They also provide wealth management services and incidental advice on topics like 401(k) allocation and real estate. Financial planning is offered in connection with investment management services, covering retirement, education, cash flow, estate planning, insurance, tax, and charitable giving. Clients are not obligated to act on their recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.60% |
| $100K - $500K | 1.40% |
| $500K - $1.0M | 1.20% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.80% |
Clients are ascribed an annual flat fee based on the nature and complexity of their financial situation. The minimum annual flat fee is $5,100 for clients maintaining less than $350,000 under management. The maximum annual flat fee is $13,200 for clients maintaining less than $1,000,000 under management. An additional 0.50% annual fee applies if SyntheticFi is retained to manage a portion of the account.