Left Coast Investment Strategies LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$8,374,923
Clients
7
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
7
Very LowAverage account size
$1,196,418
About
Left Coast Investment Strategies LLC provides financial planning and discretionary investment management to individual and high-net-worth clients, offering portfolio management, comprehensive and limited-scope planning, and ad-hoc consulting. The firm reports approximately $5.5 million in assets under management and requires a $50,000 minimum initial deposit for managed accounts.
The firm combines quantitative, fundamental, and technical analysis to construct factor-tilted portfolios with emphasis on value, momentum, and lower-volatility exposures, using a CRRA-based process to size allocations and tailor risk to client goals. Accounts are typically managed on a discretionary basis, with attention to tax implications and client access to daily net-worth tracking and online planning tools for monitoring progress.
Left Coast discloses several uncommon features for a firm of its size: it clarifies its status as a commodity trading advisor and says it may employ equity index futures and options for hedging and risk management under a CFTC exemption, and its brochure explicitly discusses risks related to derivatives and borrowing. The firm also discloses that its principal maintains active outside roles as a licensed real estate broker and in industry employment, and states it manages potential conflicts in part by limiting the number of clients it serves.
Client services
Financial planning
Portfolio management
Expertise
Retirement income strategy
Tax-loss harvesting
Passive / index investing
Factor investing / smart beta
Occupation focus
Technology Professional
Founder/Business Owner
Fee options
Fixed fee financial planning services provided on an annual basis with fees from $1,800 to $9,600.
up to 1.50% annually (negotiable)
Hourly fee available for limited scope financial planning engagements; specific rate not stated.
Account minimum: $50,000 initial deposit; $15,000 maintained account balance Fee-only: Annual fixed fee for financial planning ranging from $1,800 to $9,600, billed monthly at $150 to $800 per month; fees are negotiable and partially offset for investment management clients.
Main office location
Left Coast Investment Strategies LLC
Seattle WA, United States
Number of offices
1
Most active in
Left Coast Investment Strategies LLC has reported serving >5 clients in these states in the last 12 months.
Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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