Coastline Complete Wealth provides wealth management and financial planning services. Wealth management includes investment management using model portfolios primarily consisting of exchange-traded funds (ETFs). Financial planning covers areas like investment planning, retirement planning, and insurance needs. CCW may refer clients to other specialists like accountants or attorneys. They may also use independent managers for a portion of a client's portfolio.
Fee Structure
Coastline Complete Wealth's wealth management fees range from 0.75% to 1.25% annually, based on factors like the complexity of services, the level of assets managed, and the overall relationship. The fee includes securities transaction and custody fees. Fees are negotiable at the advisor's discretion. The firm may use independent managers, but the total blended fee will not exceed 1.25% annually.