advisors

Liz Perez Coastal Bridge Advisors

Westport, CT | Los Angeles, CA

lperez@coastalbridge.com 800.700.5524

Coastal Bridge Advisors is an independent registered investment advisor offering a full range of wealth-management services. Often referred to as a “virtual family office,” Coastal Bridge strives to bring clarity and control to the financial lives of its clientele by delivering customized personal and business solutions. From its offices in Westport, Conn., and Los Angeles, Calif., Coastal Bridge services high net worth individuals, families and foundations on both coasts and nationwide.

At a Glance

Assets Under Care

$2 billion (approximately, as of 12/31/16)

Minimum Fee for Initial Meeting

None required

Minimum Net Worth Requirement

$10 million

Financial Services Experience

5 years

Compensation Method

Asset-based

Primary Custodian for Investor Assets

Pershing, a BNY Mellon Company

Professional Services Provided

Financial planning, asset management, concentrated stock hedging, lending, cash management, alternative investment, due diligence and family office services

Association Member Financial Planning Association, Investment Management Consultants Association

back to top