Coast Advisory provides ongoing asset management services, determining investment goals, risk tolerance, and objectives to create tailored investment strategies. Coast Advisory can manage investments with or without the client's permission for each trade. Coast Advisory also offers financial planning and consulting services on an hourly basis. Clients can place restrictions on investments.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees may be reduced at Coast Advisory's discretion based on various factors.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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