Advisor at Coastal Bridge Advisors
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Firm
Coastal Bridge Advisors
Location
Milford, CT 06461
Credentials
Series 63, Series 65
Industry experience
31 years
James Betzig is a financial advisor with Coastal Bridge Advisors, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at TrinityPoint Wealth, Beirne Wealth Consulting Services, and Purshe Kaplan Sterling Investments. Coastal Bridge Advisors provides financial planning, consulting, and investment management services to individuals, families, and institutional clients such as trusts, foundations, and retirement plans. The firm employs a goal-based, fundamental analysis approach with customized planning and diversified portfolio strategies, often utilizing third-party and affiliated managers.
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.
612 Wheelers Farms Road
Milford, CT 06461
Connecticut · Florida · Massachusetts · New Hampshire · New York · North Carolina · Rhode Island · Texas
Coastal Bridge Advisors
2025 - Present (1 year)
TrintyPoint Wealth, LLC
2018 - 2025 (7 years)
Beirne Wealth Consulting Services, LLC
2013 - 2018 (5 years)
Purshe Kaplan Sterling Investments, Inc.
2012 - 2023 (11 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.
Series 63, Series 65
Fairfield, CT
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CFP®, CFA®, Series 63, Series 65
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Series 63, Series 66
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Global Hill Wealth Advisors LLC
CFA®, Series 63, Series 65
New Haven, CT
Blakely Harbor Advisors, LLC
PFS™
Newtown, CT
Riskin Wealth Management, LLC
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