Financial Planner & Investment Advisor Johns Island, SC

  • Team
    • Justin M. Follmer, MBA, CFP®, AIF®
    • Shawn P. Brunner, MBA, CFP®
  • Services
    • Business Financial Planning
    • Personal Financial Planning
    • Investment Advice
      • Donor Advised Fund
      • Managed Investment Portfolios
    • Fee Based Financial Advisor Cost
  • Blog
  • Client Access
    • Schwab Alliance
    • Morningstar Portal
    • TD Ameritrade Advisor Client
  • Contact

Fee Based Financial Advisor Cost

Our fee-based financial advisor cost structure is straight forward.

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%
  • Financial Goal Setting
  • Retirement Readiness Analysis
  • Net Worth Statement
  • Investment and Portfolio Strategy
  • Strategic Tax Planning
  • Charitable Gift Planning
  • Estate and Trust Structuring
  • Risk Management and Asset Protection
  • Life Insurance Needs Analysis
  • Lifestyle Budgeting
  • Social Security Options and Approach
  • Education and College Funding
Book a Discovery Call

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 and are a clear line-item on your custodial account statement. Some client fees may be more or less than those listed above.
Learn About Our Investment Process
Book a Discovery Call

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.