Coastal Carolina Financial Partners LLC helps clients manage their investments, taking into account their financial situation, employment, retirement plans, and risk tolerance. They assist clients in developing an investment strategy and monitor portfolios accordingly. All assets are managed with client permission before any transactions. The firm uses general securities, mutual funds, and exchange-traded funds. They do not use futures, private equities, currencies, hedge funds, or alternative investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.00% |
| $100K - $250K | 0.80% |
| $250K - $1.0M | 0.60% |
| $1M+ | 0.40% |
Fees are not negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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