Advisor at Coastal Bridge Advisors
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Firm
Coastal Bridge Advisors
Location
Eagle, ID
Credentials
Series 63, Series 65
Industry experience
40 years
David James is a financial advisor with Coastal Bridge Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Coastal Bridge Advisors since 2016 and previously worked at UBS Financial Services from 2011 to 2016. Outside of his advisory role, he serves as a trustee for an insurance trust established in 2006. Coastal Bridge Advisors provides financial planning, consulting, and investment management services primarily to individuals, families, and entities such as trusts and foundations. The firm employs a goal-based, fundamental analysis approach and integrates resources from its parent and affiliates within the Focus Financial Partners platform.
Based on Coastal Bridge Advisors
Based on Coastal Bridge Advisors
Fixed fees for standalone financial planning and consulting services, generally ranging from $5,000 to $120,000, negotiable.
$0 - $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% $50,000,000+: 0.50%
Insurance commissions earned by supervised persons through recommendations of insurance products; commissions vary and are disclosed.
Financial planning and consulting fees range generally from $5,000 to $120,000, negotiable, including hourly fees for standalone services.
Eagle, ID
California
Coastal Bridge Advisors, LLC
2016 - Present (10 years)
UBS financial Services INC
2011 - 2016 (5 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Verified by Warmer
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