West Coast Financial, LLC is a reputable regional investment advisory firm headquartered in Santa Barbara, CA. With a strong presence in the industry, the company operates from four strategically located offices. Employing a team of 39 professionals, 27 of whom specialize in investment advisory services, West Coast Financial offers a comprehensive range of financial solutions to its clients.
With an average of approximately $56,110,000 in assets under management per investment advisor, West Coast Financial remains competitive within the industry. Their compensation structure is diverse and includes various types such as a percent...
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Assets Under Mgmt
$1.52B
Investment Professionals
27
Locations
3
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Portfolio management for businesses or institutional clients
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