Coastal Financial Planning provides comprehensive financial planning and investment management services to individuals and small businesses. Coastal Financial Planning develops investment strategies consistent with client goals and objectives. Asset allocations are recommended that are in line with the client's time horizon and risk tolerance. Specific investment recommendations are made following the establishment of a portfolio design with input from the client.
Assets Under Management$35M
Clients54
Advisors1
Avg. per Client$650K
Avg. per Advisor$35M
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.60% |
Asset management fees may be lower for legacy clients. Some fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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