Coast Wealth Management Group, LLC

Overview

Coast Wealth Management Group, LLC is a small independent advisory firm organized as an LLC that focuses on individuals and families. The firm offers financial planning and discretionary and non-discretionary portfolio management geared toward individual clients and small businesses. Its fee schedule includes percentage-of-AUM billing alongside hourly and fixed-fee arrangements, and the practice maintains an affiliation with an insurance company. Coast Wealth is registered to do business in North Carolina, South Carolina and Tennessee.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices