Coastal Bridge Advisors
Assets Under Management
$4.6B
Number of Clients
1,584
Number of Advisors
25
Average Client AUM
$2.9M
AUM per Advisor
$183.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Coastal Bridge Advisors provides personalized financial planning, consulting, and wealth management services. They focus on understanding clients' goals and risk tolerance to build and preserve wealth. The firm uses a disciplined process and high-quality investment products to create diversified portfolios. They also offer access to financial solutions through UPTIQ and Flourish.
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
Location
54 Wilton Road, 1st Floor, Westport, CT, 06880