Financial Planner & Wealth Advisor Johns Island, SC

  • Our Team
    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
  • Our Services
    • Financial Planning
    • Investment Advice
      • Donor Advised Fund
      • Managed Investment Portfolios
    • Our Fee Structure
  • Blog
  • Contact

Managed Investment Portfolios

We set out to build Coastal Wealth Advisors with clarity of purpose, investment philosophy, and description of services. We find it’s common in the financial services industry to be somewhat vague on what firms do, how they do them, and what they charge.

We strive to change that.

Our primary service is managing investment portfolios for clients. This means we design, establish, implement, and actively monitor the specific mix of positions within the client’s investment portfolios.

What’s an investment portfolio? An investment portfolio is one or more investment account types pursuing a strategy tailored to the account owners or beneficiaries.

Utilizing the services of a custodian like TD Ameritrade Institutional, we manage many different account types, such as:

Individual Retirement Accounts

  • Traditional IRAs
  • Roth IRAs
  • Beneficiary IRAs
  • Beneficiary Roth IRAs

Corporate or Business Retirement Accounts

  • Qualified Retirement Plans
  • Defined Contribution Plans
  • Defined Benefit Plans
  • SIMPLE IRAs
  • SEP IRAs
  • 401(k)s
  • …and many other types

Regular Investment Accounts (non-qualified or non-retirement accounts)

  • Individual Accounts
  • Joint Accounts
    • Joint with Rights of Survivorship
    • Joint Tenants in Common
    • Tenants by Entirety
  • Transfer on Death Accounts
  • UTMAs/UGMAs (minor child accounts)

Regular Investment Accounts for Entities

  • For-Profit Corporate Investment Accounts
  • Non-Profit Corporate Investment Accounts

Trust Accounts

  • Revocable Living Trusts
  • Irrevocable Trusts
  • Charitable Trust (various types)
  • Donor Advised Funds

Many of our clients have a combination of the above account types. The reason some clients may do this is to take advantage of the tax benefits associated with an account type in pursuit of a personalized goal. It’s important for investors to understand that the number and type of accounts is specific to the client, and one shouldn’t compare their situation to that of a friend.

Our Managed Investment Portfolios service is designed for investors who seek the professional guidance of making sense of why they own what they own and how the specific positions within each account type all work together towards helping them accomplish their long-term financial goals.

Click to Start Your Journey

Let’s start your conversation.

A few minutes on the phone or in person may be the best few minutes you’ve spent all week.

We won’t know for sure until you
Get in Touch

Investment Advisor and Fee-Based Financial Planner - Johns Island, SC

Morningstar Client Access
TD Ameritrade Client Access

Copyright © 2023 · Coastal Wealth Advisors. Coastal Wealth Advisors, LLC is a Registered Investment Advisor in the states of South Carolina, Pennsylvania, New Jersey, Florida, and notice-filed in Texas. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. Investing involves risks such as fluctuating value and potential loss of principal value. There is no guarantee that any investment strategy will be successful. Diversification neither assures a profit nor guarantees against a loss in a declining market. Past performance is no guarantee of future results. Nothing listed on this website should be construed as specific investment advice; we welcome you to contact us or your advisors to tailor advise to your specific financial situation.