DIRECTORY OF REGISTERED ADVISORS
National Coverage
Local Professionals
Alicia C. Fuller
Coastal 360 Capital Advisors - Steward Partners
3555 Kraft Road
Suite 200
Naples, FL 34105
239-427-2704
Coastal 360 Capital Advisors - Steward Partners
About Coastal 360 Capital Advisors - Steward Partners
Individual and Family wealth creates complex and far-reaching needs, as sophisticated as those of any institution or foundation. We focus on all facets of Wealth Management, providing in-depth, long-term strategies and solutions, with institutional-level sophistication, efficiency and scale. Our investment advice and guidance, along with Steward Partners and Raymond James resources allow us to customize, while allowing simplification of your investment profile. Tax planning and estate tax minimization is a key component of an overall investment plan. This allows Coastal 360 Capital Advisors to work in concert with clients' estate planning professionals as well as clients' CPAs.
See Disclosures
General Information
Firm Start Year
1926
CRD#
1272192
Firm CRD#
1254
Insurance License#
A230806
Years of Experience in Financial Services
42
Number of Years with Current Firm
2
Work Experience
Alicia began her career in 1984 at Merrill Lynch. As a Wealth Management Advisor with a Chartered Retirement Planning Counselor designation, Alicia assists individuals, their families and their businesses by carefully listening to their goals as well as concerns to build bespoke financial strategies and investment plans. These initial conversations are vital for the success of client's investment journeys. Leveraging the vast array of resources from Raymond James and Steward Partners allows Alicia to really meet clients overall goals. Alicia can take a top down approach for an overall comprehensive view and "first steps" or she can be goal specific.
Work with the following types of clients
Businesses, Individual Investors
Foreign Languages Serviced
English, Spanish
Advisory Services Provided
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Education Funding and Planning, Financial Planning for Individuals, Risk Management
Services
Investment Types
Mortgages & Real Estate, Insurance, Annuities, Stocks, Bonds, Exchange Traded Funds (ETFs), Alternative Investments
Can meet clients in the following ways
Your Office, Email, Phone, Our Office, Your Home, Our Offices, Video Conference
Compliance
Registered Investment Advisor
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CRPC®
Securities Licenses
Series 65, Series 63, Series 7
Insurance and Annuity Licenses
Long Term Care, Variable Life, Variable Annuity, Life, Annuity
Compensation and Fees
Fee Structure
Fee-Based
Minimum Portfolio Size for New Managed Accounts
$500,000
Compensation Methods
Based on Assets
Additional Details on Charges
If a client is interested in a retirement plan there is a one time flat fee of $1500 for the initial meeting, plan prep and final presentation. The client can have all aspects of the plan to keep with them and update annually if they wish.
For clients in which we create investment strategies, monitor, have 4 reviews a year, provide assistance with their tax advisor, provide assistance with their estate planning advisor the fees are as follows: 1% investment advisory fee with an additional .35% for institutional money management.
Minimum Fee Charged for Managed Accounts
Based on Asset Level