About COASTAL CAPITAL ADVISORS
COASTAL CAPITAL ADVISORS is a leading financial advisory firm with a team of experienced professionals dedicated to helping clients achieve their financial goals. The firm provides a wide range of financial services to individuals, families, and businesses, tailored to their specific needs and objectives. With a client-centric approach and a commitment to excellence, COASTAL CAPITAL ADVISORS is a trusted partner for managing wealth and building a secure financial future.
How does the advisor help clients – Key Takeaways:
- Offers personalized financial plans based on individual needs and goals
- Provides expert investment advice and portfolio management
- Offers a comprehensive range of financial services, including retirement planning, estate planning, and risk management
- Fosters long-term relationships with clients built on trust, transparency, and integrity
Facts and Insights
COASTAL CAPITAL ADVISORS has been in business for over 10 years, serving clients from various backgrounds and industries. The firm’s team of advisors has a combined experience of over 50 years in the financial services industry, making them highly knowledgeable and well-equipped to handle all types of financial situations and challenges. The firm’s success is driven by its strong commitment to providing personalized and objective financial advice, always keeping clients’ best interests in mind.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 8 | 10 years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Risk management
- Tax planning
- Insurance planning
- Education planning
Client Types
COASTAL CAPITAL ADVISORS serves a diverse range of clients, including high net worth individuals, families, and business owners. The firm is equipped to handle the unique financial needs and goals of each client, providing tailored solutions and personalized advice.
Fees & Compensation
COASTAL CAPITAL ADVISORS operates on a fee-only basis, meaning they do not receive commissions on any financial products recommended to clients. This ensures objective and unbiased advice, aligning the firm’s interests with those of their clients. Fees are based on a percentage of assets under management, making the firm’s success directly tied to the success of their clients’ portfolios.
Background
COASTAL CAPITAL ADVISORS was founded by two financial experts with a passion for helping individuals and families achieve financial security and independence. With a deep understanding of the financial industry and a strong commitment to client success, the firm has grown to become a trusted and reputable advisor in the field.
Financial Advisor Disclosures to Know:
COASTAL CAPITAL ADVISORS is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). As an RIA, the firm is held to a fiduciary standard, meaning they are legally obligated to act in the best interests of their clients at all times. Additionally, the firm’s advisors have no disciplinary actions or disclosures on their record, demonstrating their commitment to upholding the highest ethical and professional standards.