Guides › Financial Advisor Fees
Updated September 28, 2026. Quick answer: Coastal Bridge Advisors is registered with the SEC as an investment adviser (CRD #152569, confirmed ACTIVE this session via SEC IAPD). Per its own current fee brochure, a $500,000 account would run $6,250 a year under its published fee schedule. Already a client and thinking about leaving? Budget $50 at Schwab, or $150 at Pershing, depending on your custodian. This review covers what its fee brochure and current SEC registration confirm today; this firm also has a fiduciary-status page and minimum-investment page on this site.
For a closer look at this firm: Coastal Bridge Advisors Alternatives.
Coastal Bridge Advisors at a glance
| Fact | What Coastal Bridge Advisors’ own pages say |
|---|---|
| Legal entity | Coastal Bridge Advisors, LLC |
| Registration | Coastal Bridge Advisors, LLC is registered with the SEC as an investment adviser (CRD #152569, confirmed ACTIVE this session via SEC IAPD). |
| Fee on a $500,000 account | $6,250 a year, per its own current brochure |
| Minimum to open an account | See the minimum-investment page for Coastal Bridge Advisors |
| Cost to leave (exit fee) | $50 at Schwab, or $150 at Pershing, depending on your custodian |
What Coastal Bridge Advisors’ own fee schedule charges
CRD 152569 verified ACTIVE and SEC-registered via the SEC IAPD firm-detail API. The firm reported $5,020,879,705 in assets under management ($6,056,646,838 in total assets under advisement including non-AUM advisement). No minimum account size or minimum annual fee is disclosed for the standard schedule priced here; clients who transitioned from TrinityPoint are grandfathered onto different, higher legacy rates not reflected in this table.
“PORTFOLIO VALUE ANNUAL FEE* First $1,000,000 1.25% $1,000,000-$5,000,000 1.00% $5,000,000-$10,000,000 0.80% $10,000,000-$50,000,000 0.65% Above $50,000,000 0.50%”
Coastal Bridge Advisors’ standard schedule is marginal/tiered, so each bracket’s rate applies only to the portion of the balance that falls within it; the figures below sum each applicable bracket rather than applying a single blended rate to the whole balance.
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,125 |
| $500,000 | $6,250 |
| $1,000,000 | $12,500 |
| $2,000,000 | $22,500 |
See the full breakdown, including how the figure is calculated, on Coastal Bridge Advisors’ own fee page.
Registration
Coastal Bridge Advisors, LLC is registered with the SEC as an investment adviser (CRD #152569, confirmed ACTIVE this session via SEC IAPD).
This is a registration confirmation only, not a fiduciary-standard verdict (a registered investment adviser can still be a dual registrant with a broker-dealer, which changes which standard applies in each capacity). For the fiduciary-standard question itself, see the fiduciary-status page for Coastal Bridge Advisors.
What it costs to leave
Coastal Bridge Advisors, LLC’s Form ADV Part 2A states “The Agreement between Coastal Bridge Advisors and the client will continue in effect until terminated by either party pursuant to the terms of the Agreement.” Coastal Bridge Advisors, LLC names five possible custodians in its brochure, with no single default. Charles Schwab & Co., Inc.’s own published fee schedule states “Full transfer (out) of assets: $50 per account.” Pershing Advisor Solutions LLC’s own published fee schedule states “Account Termination $150.00 per account.” Fidelity Brokerage Services LLC / National Financial Services LLC, BNY (named separately from Pershing in the brochure text), and Cidel Bank & Trust, Inc. disclose no comparable line item (an honest gap).
The full walkthrough for Coastal Bridge Advisors is on our how to leave Coastal Bridge Advisors page; the general mechanics of switching financial advisors and a dated termination letter apply regardless of firm.
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- Form ADV Part 2A, Disclosure Brochure (July 17, 2026): https://files.adviserinfo.sec.gov/IAPD/Content/Common/crd_iapd_Brochure.aspx?BRCHR_VRSN_ID=1052499
- SEC IAPD firm summary (CRD #152569, checked September 28, 2026): https://adviserinfo.sec.gov/firm/summary/152569
Methodology. This page was built September 28, 2026, drawing directly on Coastal Bridge Advisors’ own current fee brochure, linked above, and a fresh SEC IAPD registration check run the same day. As of September 28, 2026, this site publishes a fiduciary-status page and a minimum-investment page for Coastal Bridge Advisors; where the exit-fee page already exists it is linked above and drawn from that already-sourced page. Any fact we could not independently confirm is named as an honest gap rather than presented as verified. Nothing here is personalized financial, tax, legal, or investment advice, and it is not a substitute for reading Coastal Bridge Advisors’ own Form ADV Part 2A and Form CRS. We have not used Coastal Bridge Advisors as a client. Coastal Bridge Advisors did not pay for, review, or influence this content. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.
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