A complete list of active advisors currently associated with Coast Capital Management

Warmer can help you find a great advisor at Coast Capital Management or one who fits your needs even better.

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.

To learn more about the advisors currently working at Coast Capital Management, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.