Left Coast Investment Strategies provides financial planning and investment management services tailored to individual client needs. They offer advice on stocks, bonds, mutual funds, U.S. Treasuries, and ETFs. Left Coast uses fundamental, technical, and quantitative analysis, along with academic research, to inform their investment strategies. They focus on factors like low volatility, value, and momentum, customizing portfolios based on client risk aversion and goals.
Assets Under Management$5.5M
Clients7
Advisors1
Avg. per Client$780K
Avg. per Advisor$5.5M
Fee Structure
Minimum Investment:$50K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
AUM fees are negotiable based on the size, complexity, and expected returns of client accounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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