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

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

West Coast Capital Management serves individual and high‑net‑worth clients through fee‑based asset management and financial planning and consulting services. The firm manages a mix of discretionary and non‑discretionary accounts on the Charles Schwab platform, reporting roughly $21 million in assets under advisement, three registered advisors, and about 84 client relationships, with a negotiable $100,000 program minimum. The firm uses a combination of Strategic, Dynamic and Tactical investment approaches and offers both firm‑developed and third‑party model portfolios; managers may employ mutual funds, ETFs (including buffer ETFs), stocks, bonds and options as appropriate and West Coast monitors third‑party managers for style and performance consistency. Financial planning and standalone consulting are offered on fixed‑fee or hourly bases, and the firm discloses potential conflicts when recommending or implementing third‑party managers or insurance products. Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance‑selling entity whose representatives are licensed to sell life, health, annuity and other insurance products and receive separate commissions, a potential conflict the firm discloses and says it manages through its Code of Ethics and client disclosures. The brochure also discloses a prior disciplinary event involving revocation of a securities license with an associated administrative penalty and restitution that was paid, and shows the firm’s use of third‑party lead services (paid per matched lead) and participation in educational conferences and events made available through its custodian.

To learn more about the advisors currently working at West Coast Capital Management, LLC, 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.