Coastal Wealth Management offers investment management services to clients, tailoring advice to individual needs. Coastal uses a tactical allocation strategy to reduce risk and increase performance, potentially using various securities and options. Clients can impose restrictions on investments. Coastal does not manage wrap fee programs.
Assets Under Management$45M
Clients32
Advisors1
Avg. per Client$1.4M
Avg. per Advisor$45M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Management fees will range up to 2.00% per annum depending on factors such as the type and complexity of the investment management strategy employed as well as the size of the account or overall client relationship. These fees may be negotiated by Coastal at its sole discretion.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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