Robert Bjur is a CFP-designated registered investment advisor at Coast Capital Management, based in Bainbridge Is., WA, with 19 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 51 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $3.0M | 0.85% |
| $3.0M - $4.0M | 0.75% |
| $4M+ | 0.65% |
Fees are negotiable. The client will be responsible for trade expenses paid to the custodian.
Fee Estimator
Location
Bainbridge Is., WA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert owns an income tax preparation business since 2009. He spends a few hours per week on this activity.
Employment History
Current Registrations
Coast Capital Management
State Registrations1 state
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