Coastal Bridge Advisors

CRD#152569
Investment Advisor Firm

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Learn more about Coastal Bridge Advisors

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Coastal Bridge Advisors is located at 54 Wilton Road, Westport, CT. The firm employs 9 financial advisors to manage client portfolios and provide financial guidance. Coastal Bridge Advisors is not a registered broker-dealer.

    Coastal Bridge Advisors oversees $2.8 billion in assets under management across 4,259 accounts, of which 4,214 are discretionary and 45 are non-discretionary. Over the past year, the firm has provided financial planning services to between 251 and 500 clients. The services offered include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The firm caters to retail investors, high net worth investors, insurance companies, and corporations, with high net worth investors being the largest client type by accounts. The fee structure at Coastal Bridge Advisors includes asset-based and fixed fees. The firm has 222 high net worth clients and maintains affiliations with a broker-dealer or securities dealer, an insurance company or agency, a pension consultant, and a commodity pool advisor.

    Coastal Bridge Advisors is registered in the states of California, Colorado, Connecticut, Florida, Idaho, Louisiana, Massachusetts, Nevada, New Hampshire, New Jersey, New York, South Dakota, Texas, and Virginia.

    Assets Under Management

    $2.8 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    54 Wilton Road
    Westport, CT 06880

    Coastal Bridge Advisors by the Numbers

    Total Assets Under Management

    $2.8 billion

    National Average: $8.6 billion
    Total Number of Employees

    25

    National Average: 64
    Total Number of Accounts

    4,259

    National Average: 375,227
    Average Account Size

    $660.9 thousand

    National Average: $23.0 thousand
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    Products and Services

    Coastal Bridge Advisors offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. In the last financial year, Coastal Bridge Advisors provided financial planning services to 251-500 of its accounts. The Company is not engaged in selling products or offering services aside from investment advice to its investment advisory clients.

    Core Advisor Services

    • Offered by 31% of firms

      Financial Planning Services

      This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.

    • Offered by 46% of firms

      Portfolio Management

      This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.

    • Find a firm that offers this service

      Market Timing Services

      This is the practice of attempting to make short-term profits on investments by buying low and selling high.

    Other Services

    • Offered by 20% of firms

      Selection of Other Advisors

      This is the firm's assistance with choosing other advisors to work with who may have different specialties.

    • Find a firm that offers this service

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    A financial advisor's fees usually are based on which services are provided. Fees charged by Coastal Bridge Advisors most likely include some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Coastal Bridge Advisors.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 32% of firms

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The firm works with retail investors, high net worth investors, insurance companies, and corporations. Out of its 4 clients, Coastal Bridge Advisors's biggest client type by number of accounts is high net worth investors, though it also serves 222 high-net-worth individuals. A high-net-worth individual is defined by the SEC as someone who has at least $750,000 in AUM or a net worth of more than $1,50 million or who is deemed a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 74.75%
    • Other Individuals - 23.91%
    • Corporations - 1.35%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Coastal Bridge Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

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    Financial Advisors at Coastal Bridge Advisors

    Jeffrey Kalapos
    Westport, CT
    Brett St John
    Westport, CT
    Michael Caruso
    Westport, CT
    Matthew Marini
    Westport, CT
    Ryan Vogel
    Westport, CT
    Kimberly Nelson
    Santa Monica, CA
    David James
    Eagle, ID
    Nicholas Zaccour
    Westport, CT
    James Pratt-Heaney
    Westport, CT

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