How does the advisor help clients – Key Takeaways:
Coastal Investment Advisors provides expert financial guidance to clients, helping them achieve their financial goals through personalized strategies and comprehensive services.
Facts and Insights
Here are some key facts and insights about Coastal Investment Advisors:
- Assets Under Management: $500 million*
- Number of Advisors: 10*
- Years in Business: 20*
*Publicly available numbers as of 2021
Financial Services Offered
Coastal Investment Advisors offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
- College Planning
Client Types
Coastal Investment Advisors serves a variety of client types, including:
- Individuals
- Families
- Small Businesses
- Corporations
- Non-Profit Organizations
Fees & Compensation
Coastal Investment Advisors charges a fee based on a percentage of assets under management. This fee is typically between 0.5% and 1.5% of assets under management, depending on the complexity of the client’s portfolio. The firm may also charge additional fees for certain services, such as financial planning or tax preparation.
Background
Coastal Investment Advisors was founded in 2001 and has been providing expert financial advice and services for over 20 years. The firm is headquartered in New York City and has a team of 10 experienced advisors who are dedicated to helping clients reach their financial goals.
Financial Advisor Disclosures to Know
Before choosing any financial advisor, it’s important to be aware of potential disclosures that could impact your decision. Here are some disclosures to know about Coastal Investment Advisors:
- The firm has no record of disciplinary actions or regulatory sanctions.
- The firm is not affiliated with any brokerage or insurance companies.
- The firm’s advisors do not have any personal financial interests that conflict with their clients’ interests.