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Coastal Bridge Advisors is a financial advisory firm that specializes in providing expert financial advice to individuals, families, and businesses. With years of experience and a team of dedicated and highly qualified advisors, they help clients make the most of their financial resources and achieve their long-term financial goals.
How does the advisor help clients – Key Takeaways:
Coastal Bridge Advisors takes a holistic approach to financial planning, focusing on all aspects of a client’s financial life to provide comprehensive solutions. They understand that each client’s financial goals and objectives are unique, and they tailor their approach accordingly. Some of the key ways in which they help clients are:
- Creating personalized financial plans that take into account each client’s current financial situation and long-term goals.
- Providing investment management services to grow and protect their clients’ wealth.
- Offering retirement planning and guidance to ensure clients are prepared for their post-working years.
- Designing tax-efficient strategies to help clients reduce their tax burdens.
- Assisting with estate planning to ensure that clients’ assets are distributed according to their wishes.
Facts and Insights:
Coastal Bridge Advisors has been in business for over 15 years, and their team of advisors has a combined experience of over 100 years in the financial industry. They currently manage over $1.5 billion in assets and have a client retention rate of over 98%.
Assets Under Management, Number of Advisors and Time in Business:
| Type | Details |
|---|---|
| Assets Under Management | $1.5 billion |
| Number of Advisors | 30 |
| Time in Business | 15+ years |
Financial Services Offered:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Social security planning
- Insurance planning
- Educational planning
Client Types:
Coastal Bridge Advisors serves a diverse group of clients, including individuals, families, and businesses. They work with high-net-worth clients, as well as those who are just starting to build their wealth.
Fees & Compensation:
As a fee-only advisory firm, Coastal Bridge Advisors charges clients a percentage of their assets under management. This ensures that their interests are aligned with those of their clients. They do not receive any commissions or compensation from investment products, allowing them to make unbiased recommendations.
Background:
Coastal Bridge Advisors was founded in 2004 by a team of experienced financial professionals who shared a common goal of providing independent and personalized financial advice to clients. They have since grown into one of the leading advisory firms in the country, with offices in Connecticut, New York, and California.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Coastal Bridge Advisors has a fiduciary duty to act in the best interests of their clients at all times. They provide full disclosure of any potential conflicts of interest and are committed to transparency in all their dealings. Additionally, all their advisors are held to the highest ethical standards and receive ongoing training and education to stay current with industry regulations and best practices.
In conclusion, Coastal Bridge Advisors is an established and reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With their experienced team, personalized approach, and dedication to providing unbiased advice, they are a valuable asset for individuals, families, and businesses looking to secure their financial future.