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

Fee Based Financial Advisor Cost

Our fee-based financial advisor cost structure is straight forward; we're not hiding anything.

Personal Financial Planning

Financial planning for those who do not own a business
$ 3,000
00
Flat Fee*
  • *Billed in six, $500/mo installments -or- 50%/50%
  • Retirement Cash Flow Analysis, including Social Security
  • Unlimited Financial Goal Planning
  • Life Insurance Needs Analysis
  • Net Worth Statements
  • Estate Planning Analysis
  • Investment Strategy Planning
Learn About Our Process

Business Financial Planning

Financial planning for those who own and operate a business
$ 4,200
00
Flat Fee*
  • *Billed in six, $700/mo installments -or- 50%/50%
  • Everything included in the Personal Financial Planning
  • Analysis of Current Business Retirement Plan Type
  • Corporate Cash Flow Planning
  • Business Continuity Planning
Learn About Our Process

Retirement Plan or Portfolio Review

For Individuals who have an existing financial plan or investment strategy and just need a second opinion
$ 500
00
Flat Fee*
  • *Billed 50% upfront, 50% upon Completion
  • Fresh Set of Eyes on Your Current Strategy
  • Limited Scope Planning
  • Includes Risk Assessment
  • Includes Alternate Recommendations, if Applicable
Learn About Our Process

Hourly Consultation Fee

For those who have a specific financial services request
$ 350
00
Hourly
  • Estimate Given Prior to Engagement
  • Fresh Set of Eyes on Your Current Strategy
  • Limited Scope Planning
Learn About Our Process

Managed Investment Portfolios Fee

Assets Under ManagementAnnual FeeBilled Monthly
Up to $249,999.991.50%0.1250%
$250,000 to $749,999.991.35%0.1125%
$750,000 to $1,499.999.991.15%0.0958%
$1,500,000 to $2,999,999.991.00%0.0833%
$3,000,000 to $4,999,999.990.85%0.0708%
$5,000,000 to $9,999,999.990.75%0.0625%
Great than $10,000,0000.50%0.0471%
Fees won’t increase without approval, are a clear line-item on your custodial statement, and some client fees may be more or less than those listed above
Learn About Our Investment Process

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.