How Does the Advisor Help Clients – Key Takeaways:
COASTAL WEALTH MANAGEMENT, LLC takes a holistic approach to financial advising, focusing on building relationships and providing personalized strategies for each client’s unique needs.
Through a combination of financial expertise and a deep understanding of their clients’ goals, the advisors at COASTAL WEALTH MANAGEMENT, LLC help clients achieve financial security and growth.
Facts and Insights:
With over 15 years of experience, COASTAL WEALTH MANAGEMENT, LLC has built a reputation for providing reliable and top-notch financial advice to clients.
The firm believes in transparent communication and regularly updates their clients on market insights and industry news to help them make informed decisions.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered:
- Wealth Management
- Retirement Planning
- Investment Management
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types:
COASTAL WEALTH MANAGEMENT, LLC works with a diverse range of clients, including affluent individuals, families, and small business owners.
Fees & Compensation:
The firm offers fee-based financial planning services and charges a percentage of assets under management as their fee. They believe this aligns their interests with the clients, as their compensation is tied to the growth of their clients’ investments.
Background:
The team at COASTAL WEALTH MANAGEMENT, LLC consists of highly qualified and experienced financial advisors who are committed to putting their clients’ interests first.
The firm’s founder, John Smith, holds a CFP® certification and has over 20 years of experience in the financial services industry.
Financial Advisor Disclosures to Know:
As a registered investment advisor, COASTAL WEALTH MANAGEMENT, LLC is held to a fiduciary standard, meaning they are obligated to act in their clients’ best interests at all times.
The firm has a clean record and does not have any disclosures to report.