Coast Village Group Wealth Management provides investment and financial advice to individuals, families, and businesses. Services include managing investment portfolios, consulting on investment and non-investment matters, financial planning, and educational seminars. Coast Village Group Wealth Management may recommend digital assets and cryptocurrencies.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$1M
Planning is included in investment management (also available separately)
Minimum Annual Fee:$10,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.80% |
| $20M+ | 0.60% |
Minimum quarterly fee of $2,500, which can be waived. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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