Laurie Itkin is a registered investment advisor at Coastwise Capital Group, LLC, based in La Jolla, CA, with 13 years of industry experience. Laurie 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 194 clients with $180M 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 $500K | 1.50% |
| $500K - $1.5M | 1.25% |
| $1.5M - $3.0M | 1.00% |
| $3M+ | 1.00% |
Fees are negotiable for amounts over $3,000,000.
Fee Estimator
Location
7777 Fay Avenue, Suite G5, La Jolla, CA, 92037
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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
Laurie is the founder of The Options Lady, an education business, and Rouge Government and Public Affairs, a public affairs business. These activities are not investment-related.
Employment History
Current Registrations
Coastwise Capital Group, LLC
State Registrations2 states
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