Lise Robinson is a CFP-designated registered investment advisor at Coastal Bridge Advisors, based in Milford, CT, with 24 years of industry experience. Lise operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,584 clients with $4.6B 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 - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
The fee rate shown applies only to client assets in that tier. Fees for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the fee schedule set forth herein.
Fee Estimator
Location
612 Wheelers Farms Road, Milford, CT, 06461
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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
Lise is a partner and senior wealth advisor at CBA Management Co., LLC. She is also a board member of the Milford Rotary charity, dedicating minimal time to fundraising and charitable initiatives.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Trinitypoint Wealth, LLC
Beirne Wealth Consulting Services, LLC
Purshe Kaplan Sterling InvestmentsBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Lincoln Financial Securities Corporation
US Financial Advisors, LLC
Lincoln Financial Securities CorporationBroker
Wells Fargo Advisors, LLC
Wells Fargo Advisors, LLCBroker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.