Coast Bridge Capital provides investment advice and manages portfolios for clients based on their individual goals. They offer custom management of portfolios on a discretionary basis. They may also provide advice on investments held outside of their direct management, such as 401(k)s and 529 plans. Coast Bridge Capital does not take custody of client funds.
Assets Under Management$78M
Clients60
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$39M
Fee Structure
Minimum Investment:$50K
Investment management only (planning not offered)
Coast Bridge Capital charges a quarterly fee based on the value of your investments. The fee varies depending on the investment strategy used and the total amount you have invested with them.
For the Asset Allocation Strategy, the annual fee is:
- $0-$999,999: 0.60%
- $1,000,000-$4,999,999: 0.55%
- $5,000,000-$9,999,999: 0.50%
- $10,000,000+: 0.45%
For the Cultural All Capitalization (CAC) Strategy, the annual fee is:
- $0-$999,999: 1.50%
- $1,000,000-$4,999,999: 1.00%
- $5,000,000-$9,999,999: 0.85%
- $10,000,000+: 0.60%
The minimum investment for the stock portfolio (CAC Strategy) is $50,000.
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