Ventura Coast Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Ventura Coast Wealth Management provides fee-only financial planning and investment monitoring to individuals, small businesses, trusts, pension plans and corporations. Services include comprehensive financial plans, limited-scope hourly engagements or retainers, and ongoing asset monitoring and implementation support for client investment portfolios.
The firm emphasizes strategic asset allocation using a core-and-satellite approach, typically with passively managed index funds and ETFs as the core and select active funds in satellite positions, and documents objectives in an Investment Policy Statement for each client. Accounts are managed on a non-discretionary basis: trades are executed only after client approval under a limited power of attorney, and portfolios are reviewed at least annually with ad hoc reviews for market or life-event triggers.
The owner is a licensed attorney and a real estate broker and the adviser maintains affiliations with a law practice and real estate activities, which can inform estate-planning and real-estate considerations in client advice—an arrangement that is uncommon among independent advisers. The firm also notes it manages assets primarily on a non‑discretionary basis and discloses a past client arbitration that was settled; these are factual items prospective clients may weigh when comparing this firm to peers.
Client services
Expertise
Occupation focus
Fee options
Comprehensive financial plan fees range from $2,000 to $2,400 (not negotiable)
$0 - $500,000: 1.00% $500,001 - $1,000,000: 0.90% $1,000,001 - $2,000,000: 0.75% $2,000,001+: 0.55%
$350 per planner hour
Retainer agreements available starting at $5,000 annually, negotiable based on complexity
Account minimum: $100,000 Minimum fee: $1,000 minimum annual fee Fee-only: Fee-only financial planning and asset monitoring; no commissions accepted
Main office
1056 E. Meta Street #103
Ventura CA 93001-0001
Advisors at this office
1
Most active in
California
Also doing business as
Michie, Douglas Charles · Ventura Coast Wealth Management
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:
Lawyer
They provide legal services, typically billed separately.
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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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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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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