West Coast Capital Management, LLC

Overview

West Coast Capital Management, LLC is an independent, individual-owned registered investment adviser operating as an LLC that focuses on individuals and families. The firm offers fee arrangements that include a percentage of assets under management, hourly billing, and fixed fees. Core advisory services are financial planning, portfolio management for individuals and small businesses, and client education through seminars and workshops. The firm reports it is not an active ESG investor and is not organized as a multi-state or pension-consulting adviser. An insurance company relationship is listed among its industry affiliations.

Assets & Accounts

Investments & Alternatives