Coastal Capital Management, a registered investment advisory firm (RIA), was formed in 2014. Coastal Capital Management employs a team with over 30 years of combined investment experience.
Coastal Capital Management provides fee-only comprehensive financial planning & investment management to individuals, families, businesses, & community banks. Fee-only means we charge a flat fee based on assets under management, we do not receive any other form of compensation. We provide services, not products, we do not have anything to sell you. We adhere to the fiduciary standard and always act in our clients best interest as their fiduciary.