Third Coast Securities provides investment management services, focusing solely on portfolio management. They offer an initial consultation to discuss services and determine if a client-advisor relationship is possible. After a formal agreement, they gather client data to determine needs, goals, and risk tolerance. They may prepare reviews, analysis, and asset allocation recommendations, recommending specific investments like money market funds, bonds, stocks, mutual funds, and index funds. Third Coast Securities tailors services to the client's wishes, but limited services may not fully consider comprehensive investment needs.
Assets Under Management$6.9M
Clients23
Advisors1
Avg. per Client$300K
Avg. per Advisor$6.9M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.25% |
Fees may be negotiated based on the nature and/or complexity of services.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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