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How does the advisor help clients – Key Takeaways:
COASTAL WEALTH MANAGEMENT is a premier financial advisory firm that prides itself on providing expert guidance and personalized solutions to its clients. With a team of highly qualified and experienced financial advisors, the firm helps clients achieve their financial goals and secure their future.
Facts and Insights
COASTAL WEALTH MANAGEMENT has been in business for over 20 years and has amassed significant assets under management. The firm serves a diverse range of clients and offers a comprehensive range of financial services.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | AUM (in millions of USD) | Number of Advisors |
|---|---|---|
| 1999 | $500 | 10 |
Financial Services Offered
COASTAL WEALTH MANAGEMENT offers a wide range of financial services to help clients manage their wealth and achieve their financial objectives. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
- Education planning
- Wealth transfer strategies
Client Types
COASTAL WEALTH MANAGEMENT caters to a diverse group of clients, including:
- High net-worth individuals
- Business owners
- Professionals
- Retirees
- Families
- Trusts
- Non-profit organizations
Fees & Compensation
COASTAL WEALTH MANAGEMENT operates on a fee-based model, which means that the firm charges a percentage of the assets it manages as its compensation. This aligns the interests of the firm with those of its clients, as the firm only earns more when the client’s assets grow in value.
Background
The team at COASTAL WEALTH MANAGEMENT is made up of highly qualified and experienced financial advisors who are passionate about helping clients achieve their financial goals. They are committed to providing personalized solutions and ensuring that clients have a clear understanding of their financial strategies and plans.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is essential to be aware of any potential conflicts of interest or disciplinary history. According to the Securities and Exchange Commission, COASTAL WEALTH MANAGEMENT has a clean record with no disciplinary events reported in the past 10 years.