Overview
- Headquarters
- Westport, CT
- Total Firm Assets
- $5.0 billion
- Average High-Net-Worth Client Portfolio Size
- $6.6 million
Recent Rankings
Forbes 2025: 39
#14 Lowest-Fee RIA in Connecticut for $2M Portfolios
#14 Lowest-Fee RIA in Connecticut for $10M Portfolios
Fee Disclosure
Source: COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (2026-07-22) · View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $1,000,000 | 1.25% |
| $1,000,001 | $5,000,000 | 1.00% |
| $5,000,001 | $10,000,000 | 0.80% |
| $10,000,001 | $50,000,000 | 0.65% |
| $50,000,001 | and above | 0.50% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $52,500 | 1.05% |
| $10 million | $92,500 | 0.92% |
| $50 million | $352,500 | 0.70% |
| $100 million | $602,500 | 0.60% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Connecticut for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 76.64%
- Number of High-Net-Worth Clients
- 579
- Total Client Accounts
- 11,505
- Discretionary Accounts
- 11,204
- Non-Discretionary Accounts
- 301
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 152569
- COASTAL BRIDGE ADVISORS DISCLOSURE BROCHURE (2026-07-22) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗