Coast Wealth Management Group (CWMG) provides investment management and financial planning services. Investment management can be either discretionary (CWMG makes trades without asking) or non-discretionary (CWMG asks for approval before each trade). Financial planning includes full financial plans, consultation services for specific topics, and ongoing financial planning. CWMG may use sub-advisors to manage client accounts.
Assets Under Management$7.9M
Clients43
Advisors1
Avg. per Client$180K
Avg. per Advisor$7.9M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
The annual fee is negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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