Wealth brings opportunity, but also complexity. With more at stake, your investment decisions carry greater weight, and the path forward isn’t always clear. That’s why you need the right advice.
At Coastal Wealth Advisors, we specialize in providing disciplined, research-driven wealth management tailored to the real-world needs of high-net-worth families, business owners, and charitable organizations. As a Charleston-based registered investment advisor, we combine years of experience with a highly personalized approach, helping you feel more confident about your money.
At Coastal Wealth Advisors, we don’t start with your investment accounts. We start with your life. What do you want your money to do for you? What outcomes do you need to protect? What risks are worth taking?
We understand that while your portfolio is critical, we believe it’s simply a tool to support your life. That’s why we begin with the end in mind, designing your investments to serve your goals.
Because of that, we don’t allocate to the latest headlines or investing fads. Instead, we rely on empirical, evidence-based portfolio design, rooted in decades of research. We believe long-term success is driven by analysis and discipline, not hype.
Portfolios are tax-managed by design and where appropriate. We focus on reducing ordinary income exposure, controlling capital gains, and applying tax loss harvesting when feasible to optimize your returns and minimize your taxes. This keeps more of your money working toward your goals.
And because your financial life doesn’t exist in a vacuum, we coordinate investment decisions with your broader financial plan—integrating tax strategy, estate structure, cash flow timing, and overall objectives. Each move has a purpose.
Your portfolio is a tool. Our job is to help you use it wisely.
We believe trust begins with transparency. That’s why at Coastal Wealth Advisors, our investment management fees are clearly outlined and easy to understand. That way, you always know exactly what you’re paying for, with no hidden surprises.
Our Investment Portfolio Management Fee covers our ongoing work as your investment advisor, including:
We stay proactive and engaged year-round, adapting to market shifts, managing risk, and keeping your portfolio aligned with your long-term objectives.
Note: Our investment management services typically do not include comprehensive financial planning. A separate flat fee may apply for a comprehensive financial plan. Some clients choose to engage us for both services, while others may only require investment management depending on their situation.
| Assets Under Management | Annual Fee | Billed Monthly |
|---|---|---|
| Up to $249,999.99 | 1.50% | 0.1250% |
| $250,000 to $749,999.99 | 1.35% | 0.1125% |
| $750,000 to $1,499,999.99 | 1.15% | 0.0958% |
| $1,500,000 to $2,999,999.99 | 1.00% | 0.0833% |
| $3,000,000 to $4,999,999.99 | 0.85% | 0.0708% |
| $5,000,000 to $9,999,999.99 | 0.75% | 0.0625% |
| Greater than $10,000,000 | 0.50% | 0.0471% |
Some client fees may be different than those listed above.
Experienced Advisors Committed to Guiding Your Financial Journey with Integrity.
