West Coast Capital Management, LLC

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Client assets under management

$21,021,351

Clients

18% high-net worth

Advisors

of 8 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

Low

Average account size

$250,254

About

West Coast Capital Management serves individual and high‑net‑worth clients through fee‑based asset management and financial planning and consulting services. The firm manages a mix of discretionary and non‑discretionary accounts on the Charles Schwab platform, reporting roughly $21 million in assets under advisement, three registered advisors, and about 84 client relationships, with a negotiable $100,000 program minimum.

The firm uses a combination of Strategic, Dynamic and Tactical investment approaches and offers both firm‑developed and third‑party model portfolios; managers may employ mutual funds, ETFs (including buffer ETFs), stocks, bonds and options as appropriate and West Coast monitors third‑party managers for style and performance consistency. Financial planning and standalone consulting are offered on fixed‑fee or hourly bases, and the firm discloses potential conflicts when recommending or implementing third‑party managers or insurance products.

Noteworthy distinctions disclosed in the brochure include an affiliation with an insurance‑selling entity whose representatives are licensed to sell life, health, annuity and other insurance products and receive separate commissions, a potential conflict the firm discloses and says it manages through its Code of Ethics and client disclosures. The brochure also discloses a prior disciplinary event involving revocation of a securities license with an associated administrative penalty and restitution that was paid, and shows the firm’s use of third‑party lead services (paid per matched lead) and participation in educational conferences and events made available through its custodian.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

General retirement planning Wealth management

Fee options

Fixed

Financial planning fixed fees range from $250 to $2,500 depending on complexity

Percentage

$0.01 - $100,000.00: 1.95% per year $100,000.01 - $500,000.00: 1.75% per year $500,000.01 - $1,000,000.00: 1.50% per year $1,000,000.01+: 1.25% per year

Project-based

Financial planning hourly fee $250 per hour; consulting fee $200 per hour

Other

Account minimum: $100,000 Fee-only: Financial planning fees $250 to $2,500; Hourly consulting fees $200 per hour

Main office location

West Coast Capital Management, LLC

1176 E Warner Rd, Suite 218

Gilbert AZ 85296, United States

Number of offices

Most active in

Arizona · California · Oregon

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

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.

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.

Forms ADV

Form ADV Part 2: Client Brochure

Quick links

Website 480-460-3790

Advisors at this firm

Andrew B

Series 65

Gilbert, AZ

West Coast Capital Management, LLC

Andrew Brown is a financial advisor with West Coast Capital Management, LLC in Gilbert, Arizona, holding a Series 65 designation and 14 years of industry experience. He has served as CEO of MedicarePro, a non-investment-related business focused on code development and team management, since 2020, and is the sole proprietor of Brown Legacy & Associates, an insurance and planning firm he founded in 2010. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

General retirement planning Wealth management

Gregory B

Series 63, Series 65

Gilbert, AZ

West Coast Capital Management, LLC

Gregory Brown is a financial advisor at West Coast Capital Management, LLC with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with West Coast Financial Services and West Coast Capital Management since 2006. Outside of advising, he has sold insurance products since 1987. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting services. The firm employs a combination of strategic, dynamic, and tactical investment approaches grounded in Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

General retirement planning Wealth management

Andreas H

Series 65

Gilbert, AZ

West Coast Capital Management, LLC

Andreas Hoefer is a financial advisor at West Coast Capital Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at West Coast Capital Management since 2021 and TrueNorth Retirement Planning since 2020. Outside of his advisory role, he is a licensed life and health insurance producer and owns TrueNorth Retirement Planning, LLC, which handles commission payments from insurance product sales. West Coast Capital Management serves individual and high-net-worth clients with retirement-focused financial planning, fee-based asset management, and consulting. The firm employs a combination of strategic, dynamic, and tactical investment methods based on Modern Portfolio Theory and quantitative analysis, tailoring portfolios to client objectives and risk tolerance.

General retirement planning Wealth management

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