Fees and Minimums

To ensure that we are able to provide the level of service, which our clients, existing and new, deserve, Coast Wealth Management has certain minimum thresholds for new individual clients.  The thresholds are divided into two different categories, Private Wealth Management and Investment Management. 

Private Wealth Management

A minimum portfolio value of $1,000,000 to be managed by Coast Wealth Management
1% per annum for the first $1,000,000
.85% per annum for amounts greater than $1,000,000 and up to $3,000,000
.75% per annum for amounts greater than $3,000,000 and up to $5,000,000
.60% per annum for amounts greater than $5,000,000

Investment Management

A minimum portfolio value of $100,000 to be managed by Coast Wealth Management.
A desire and willingness to add to your asset base to bring the portfolio value up to the Private Wealth Management service over time.
1% per annum for the first $1,000,000, then account will be converted to Private Wealth Management.