Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
The fee rate shown applies only to client assets in that tier. The annual fee for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the fee schedule set forth herein.
Fee Estimator
Coastal Bridge Advisors charges fees based on assets under management, fixed fees, or hourly fees. Financial planning services are generally included in the investment management fee. Standalone financial planning fees range from $1,000 to $120,000. Clients transitioning from TrinityPoint have grandfathered fee schedules. The annual fee for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the standard fee schedule.
Areas of Practice
Advisor Information
Office location
612 Wheelers Farms Road, Milford, CT, 06461
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lise is a partner and senior wealth advisor at CBA Management Co., LLC. She is also a board member of the Milford Rotary charity, dedicating minimal time to fundraising and charitable initiatives.