Coastwise Capital Group offers investment advisory services through separately managed accounts, providing portfolio management and financial advice. They consider your risk profile and financial situation. Coastwise Capital Group also offers financial consulting and planning services on topics like tax, budgetary, estate, and business planning. You are not required to use their investment advisory services to receive financial consulting or planning.
Assets Under Management$180M
Clients194
Advisors4
Avg. per Client$950K
Avg. per Advisor$46M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
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Estimated Annual Fee
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