Coast Capital Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Coast Capital Management serves individuals, trusts, pension and profit-sharing plans, charitable organizations, and small businesses, providing personalized financial planning and investment management alongside related services such as tax preparation and estate planning. The firm operates as a fee-only adviser that does not accept commissions and offers both standalone planning engagements and ongoing asset management.
Investment programs emphasize strategic asset allocation with no-load, passively managed mutual funds and exchange-traded funds as core holdings, combined with global diversification and written Investment Policy Statements for each client. Accounts are managed on a discretionary or non-discretionary basis, reviewed at least quarterly, and the firm devotes a substantial portion of its advisory time to financial planning and tax planning in addition to portfolio oversight.
As a small, long-established adviser, the firm manages approximately $18 million for roughly 51 clients, supporting a relatively low client-to-advisor ratio and a more hands-on service model than larger peers. Notable operational features include in-house tax-preparation services, flexible engagement structures (hourly, retainer, or ongoing management), and a practice of leaving proxy voting to clients rather than routinely voting proxies on their behalf.
Client services
Expertise
Fee options
$100,000 - $1,000,000: 1.25% annually $1,000,000 - $2,000,000: 1.00% annually $2,000,000 - $3,000,000: 0.85% annually $3,000,000 - $4,000,000: 0.75% annually $4,000,000+: 0.65% annually
$150 per hour for financial planning and retainer agreements; $60 per hour for paraplanners
Account minimum: $100,000 Fee-only: Hourly fees of $150 per hour for Certified Financial Planners, $60 per hour for Paraplanners, negotiable hourly fees for other services
Main office
Bainbridge Is. WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Bjur, Robert Lloyd · Bjur, Robert, Lloyd · Coast Capital Management · Coast Capital Management, LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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