Middle Coast Investing LLC offers ongoing management of investment accounts. They work with clients to understand their investment goals, time frame, and risk tolerance to create a customized portfolio. They offer index-based portfolios using exchange traded funds and actively managed portfolios comprised of individual stocks. Middle Coast Investing requires discretionary authority to select securities and execute transactions.
Assets Under Management$12M
Clients9
Advisors2
Avg. per Client$1.3M
Avg. per Advisor$6.1M
www.middlecoastinvesting.com ·www.threads.net/@danshvartsman ·bsky.app/profile/danielshortman.bsky.social
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$100
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable based on the amount of assets being managed, the amount of time and cost to be spent managing and servicing the relationship, as well as the regularity of client review meetings. Accounts are aggregated in a household and may achieve a lower management fee as a result.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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