Advisor at Barnegat Bay Capital Management LLC
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Firm
Barnegat Bay Capital Management LLC
Location
Brant Beach, NJ
Credentials
Series 63
Industry experience
21 years
Mary Coughlin is the sole advisor at Barnegat Bay Capital Management LLC and holds a Series 63 designation with 21 years of industry experience. She has been with Barnegat Bay Capital Management since 1998. Barnegat Bay Capital Management provides investment supervisory services, occasional financial planning, and one-time portfolio reviews to a range of clients including individuals, trusts, and charitable organizations. The firm combines a single-manager structure with an institutional investment background and uses fundamental, charting, and cyclical analysis to tailor portfolios according to client goals and risk tolerance.
Based on Barnegat Bay Capital Management LLC
Based on Barnegat Bay Capital Management LLC
Fixed fee of $3,000 for occasional financial planning and portfolio reviews under $500,000
$0 - $7,500,000: 1.00% annually $7,500,001 - $15,000,000: 0.90% annually $15,000,001+: Negotiable
Account minimum: $1,000,000 Minimum fee: Occasional portfolio review fixed fee of $3,000 for portfolios less than $500,000 Fee-only: Fee-only advisory firm, no commissions accepted
Brant Beach, NJ
New Jersey · Pennsylvania
Barnegat Bay Capital Management, Llc
1998 - Present (28 years)
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