Kimberly Nelson is a CFA-designated registered investment advisor at Coastal Bridge Advisors, based in Los Angeles, CA, with 21 years of industry experience. Kimberly 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
1800 Century Park East, Ste 1600, Los Angeles, CA, 90067
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
August 2016Customer Dispute
August 2016Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
UBS Financial Services INC.Broker
UBS Financial Services INC.
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Morgan Stanley
Morgan Stanley Dw INC.Broker
State Registrations2 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.