Overview
- Headquarters
- San Diego, CA
- Total Firm Assets
- $402 million
- Average High-Net-Worth Client Portfolio Size
- $1.2 million
Fee Disclosure
Source: SILVER COAST D/B/A PRACTICECFO INVESTMENTS DISCLOSURE BROCHURE AND SUPPLEMENT (2025-03-06)
· View brochure text
Latest filing: SILVER COAST D/B/A PRACTICECFO INVESTMENTS DISCLOSURE BROCHURE AND SUPPLEMENT (2026-03-19)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $500,000 | 1.25% |
| $500,001 | $1,000,000 | 1.00% |
| $1,000,001 | $3,000,000 | 0.85% |
| $3,000,001 | $10,000,000 | 0.65% |
| $10,000,001 | $25,000,000 | 0.40% |
| $25,000,001 | and above | 0.30% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $11,250 | 1.12% |
| $5 million | $41,250 | 0.82% |
| $10 million | $73,750 | 0.74% |
| $50 million | $208,750 | 0.42% |
| $100 million | $358,750 | 0.36% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 38.88%
- Number of High-Net-Worth Clients
- 126
- Total Client Accounts
- 1,078
- Discretionary Accounts
- 1,078
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Regulatory Filings
- SEC CRD Number
- 167771
- SILVER COAST D/B/A PRACTICECFO INVESTMENTS DISCLOSURE BROCHURE AND SUPPLEMENT (2026-03-19) · View brochure text
- SILVER COAST D/B/A PRACTICECFO INVESTMENTS DISCLOSURE BROCHURE AND SUPPLEMENT (2025-03-06) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗