South Coast Planning & Wealth Management offers investment management and financial planning services. Investment management involves ongoing advice based on individual client needs, including developing an investment plan with asset allocation targets. Financial planning involves evaluating a client's current and future financial state, covering areas like business planning, cash flow, college savings, estate planning, insurance, retirement, risk management, and tax strategies. Financial planning is offered on a project basis or ongoing.
Assets Under Management$35M
Clients70
Advisors1
Avg. per Client$500K
Avg. per Advisor$35M
www.southcoastplanning.com ·www.linkedin.com/company/south-coast-planning-w... ·www.facebook.com/profile.php?id=61555222514120
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $3.0M | 0.95% |
| $3.0M - $5.0M | 0.80% |
| $5M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...