Crystal Coast Wealth Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm advises individuals, high-net-worth individuals, and business entities, providing ongoing portfolio management and standalone financial planning. Services include preparing a written Investment Policy Statement and managing diversified portfolios that may include mutual funds, fixed income, equities, ETFs (including precious-metal ETFs), real estate funds/REITs, annuities and select private placements.
Investment decisions are guided by fundamental analysis and modern portfolio theory with a long-term trading orientation; the firm typically seeks discretionary authority, monitors accounts monthly, and provides quarterly custodian reports. Portfolios are tailored using model allocations alongside individualized recommendations, and clients may impose investment restrictions that the firm will attempt to accommodate.
Notably, the firm’s advisory personnel are also licensed to sell insurance products and accept commissions for those sales, a relationship the firm discloses and documents as a potential conflict of interest. The firm requires clients to custody assets at specified custodians (Schwab Institutional or Altruist LLC), may receive research/soft-dollar benefits, and does not aggregate trades for multiple client accounts—operational features that can affect execution and research access.
Client services
Expertise
Fee options
Fixed fees for financial planning between $500 and $2,500
$0 - $500,000: 1.25% $500,001 - $2,000,000: 1.00% $2,000,001+: 0.85%
Main office
121 N. Mitchell Street, Suite C
Cadillac MI 49601
Advisors at this office
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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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.
Forms ADV
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