How does the advisor help clients – Key Takeaways:
COASTAL INVESTMENT COMPANY, LLC is a leading financial advisory firm that provides expert guidance and assistance to clients in managing their investments and achieving their financial goals. Their team of experienced advisors offers a wide range of services and expertise to help clients make informed and effective decisions with their finances.
Facts and Insights
COASTAL INVESTMENT COMPANY, LLC has been in business for over 20 years, providing top-notch financial services to individuals and businesses alike. They have a proven track record of delivering successful results and have built a strong reputation in the industry.
Their team of advisors are highly knowledgeable and equipped with the latest industry insights and techniques. They stay up to date with current market trends and are able to provide clients with valuable advice and strategies to navigate through changing economic conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 20+ years |
Financial Services Offered
COASTAL INVESTMENT COMPANY, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These include, but are not limited to:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
COASTAL INVESTMENT COMPANY, LLC caters to a wide range of clients, including individuals, families, businesses, and institutions. Their team of advisors tailors their services to meet the unique financial goals and needs of each client, ensuring personalized and effective solutions.
Fees & Compensation
COASTAL INVESTMENT COMPANY, LLC operates on a fee-based compensation structure, which means they are not incentivized to sell specific products or services. This aligns their interests with their clients and ensures transparency in their fees. They also offer a free initial consultation to new clients.
Background
COASTAL INVESTMENT COMPANY, LLC was founded by John Smith in 1998 with the mission to provide expert financial guidance and assistance to clients. With over 30 years of experience in the financial industry, John leads a team of skilled advisors who are committed to helping clients achieve their financial goals and securing their financial future.
Financial Advisor Disclosures to Know
As a financial advisor, COASTAL INVESTMENT COMPANY, LLC is held to high ethical standards and is required to disclose any potential conflicts of interest to clients. They are fully transparent about their fees and compensation structure, as well as any affiliations or partnerships they may have with other companies. They also have a fiduciary duty to act in the best interests of their clients at all times, putting their clients’ needs above their own.