Left Coast Investment Strategies LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
The firm provides discretionary investment management and financial planning services to individuals and high-net-worth clients, combining portfolio management for stocks, bonds, mutual funds, ETFs and U.S. Treasuries with fixed-fee and hourly planning engagements. It offers ongoing monitoring and client-facing technology for daily net-worth tracking, budgeting, and progress monitoring alongside ad-hoc consulting and written financial plans.
Left Coast uses a primarily quantitative, factor-based investment approach that emphasizes value, momentum, and lower-volatility exposures, and applies a Constant Relative Risk Aversion (CRRA) model to size allocations to individual client risk profiles. The firm relies on fundamental and technical analysis, seeks tax-aware trade execution, and discloses that it may use derivatives—including equity index futures such as S&P 500 futures—for hedging and risk management in client accounts.
Compared with many peers, Left Coast notes the firm’s principal maintains an active, licensed role in residential and investment real estate and a separate full-time technology-industry role, and the brochure states the firm will limit the number of clients to mitigate related conflicts. The firm also discloses the use of derivatives and commodity-linked investments (including ETFs and futures), discusses borrowing/credit risks tied to its strategies, and reports recent changes in assets under management and client-facing performance/monitoring tools in its disclosures.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fee for comprehensive financial planning ranging from $1,800 to $9,600 annually, billed monthly.
Hourly rate available for limited scope financial planning engagements; specific rates not stated explicitly, but planning fees range from $1,800 to $9,600 annually.
Account minimum: $50,000 initial deposit; $15,000 minimum account balance
Main office
Seattle WA
Advisors at this office
1
Most active in
Washington
Also doing business as
Left Coast · Left Coast Investment Strategies · Left Coast Investment Strategies 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 active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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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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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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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