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Updated September 28, 2026. Quick answer: Coastal Bridge Advisors’ brochure does not disclose a minimum account size or a minimum annual fee anywhere in the document; both the Types of Clients section and the fee schedule describe the firm’s services and tiered percentage rates without naming any dollar floor.
The minimum, in the firm’s own words
Coastal Bridge Advisors’ brochure does not disclose a minimum account size or a minimum annual fee anywhere in the document; both the Types of Clients section and the fee schedule describe the firm’s services and tiered percentage rates without naming any dollar floor.
Minimum investment and what it would cost
| Program | Minimum investment | Annual fee at that minimum | Waivable? |
|---|---|---|---|
| investment advisory services | Not stated in the brochure | Varies with account size | N/A |
| Source: Form ADV Part 2A, Disclosure Brochure, July 17, 2026 | |||
Coastal Bridge Advisors’ own fee schedule at other balances
| Account balance | Annual fee |
|---|---|
| $250,000 | $3,125 |
| $500,000 | $6,250 |
| $1,000,000 | $12,500 |
| $2,000,000 | $22,500 |
What a larger account would cost
The minimum is only the entry point. On a $500,000 account, Coastal Bridge Advisors’ own published fee schedule runs $6,250 a year; see the full dollar breakdown from Coastal Bridge Advisors’ own fee disclosure across several account sizes.
Comparing minimums across firms? See what it takes to open an account with IFG Advisory.
Already a client and thinking about the minimum a different way, like whether you could get a better deal elsewhere? Read the general mechanics of switching financial advisors, or use a dated termination letter once you decide.
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Source: WiserAdvisor’s service descriptionSources
- 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 Investment Adviser Public Disclosure, Coastal Bridge Advisors, LLC (CRD #152569): https://adviserinfo.sec.gov/firm/summary/152569
- Coastal Bridge Advisors, LLC, SEC Form ADV filing: https://reports.adviserinfo.sec.gov/reports/ADV/152569/PDF/152569.pdf
Methodology. This page was built September 28, 2026, quoting directly from Coastal Bridge Advisors’ own current Form ADV Part 2A / wrap-fee brochure, with the source linked above. The annual-fee-at-the-minimum figure applies that same brochure’s own published fee schedule to the disclosed minimum dollar amount; any distinction we could not independently confirm this session 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 the firm’s own Form ADV Part 2A. See our Editorial Policy, Corrections, Affiliate Disclosure, and Disclaimer.