No Coast Financial Group (NCFG) offers investment management and financial planning services. NCFG works with clients to create investment plans and manage portfolios based on their goals and risk tolerance. Financial planning services cover areas like business planning, cash flow, college savings, estate planning, insurance, retirement, and tax strategies. NCFG may recommend other professionals like attorneys or accountants but does not receive compensation from them.
Assets Under Management$11M
Clients30
Advisors1
Avg. per Client$360K
Avg. per Advisor$11M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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