A Smarter, Simpler Way to Experience Your Wealth
Why We Choose Altruist for You
Legacy custodial platforms were built decades ago, and it shows. Clunky portals, endless paper forms, and slow processing times can leave investors feeling frustrated and disconnected from their own accounts.
Altruist was engineered from the ground up specifically for independent fiduciary advisors and their clients, eliminating unnecessary fees and manual paperwork so you get a transparent, friction-free experience.
Your assets are held safely in your name with Altruist Financial LLC, an SEC-registered FINRA/SIPC member, while Coast Wealth Management serves as your personal advisor and fiduciary manager.
Independent Fiduciary Safety
Assets are held in your name, separate from our firm, under strict regulatory oversight.
Transparent & Friction-Free
No clunky forms or hidden fees, just a clean digital experience built around you.
Modern Fintech, Not Legacy Brokerage
Built specifically for independent advisors and their clients, not retrofitted from decades-old systems.
A Digital Experience Built for Real Life
Total Portfolio Clarity in Real Time
Track your net worth, view asset allocation breakdowns, monitor investment performance, and review transactions across all taxable, IRA, and Roth accounts from one clean screen.
✓ Live account values updated throughout the trading day
✓ Household-level view across every account you hold with us
✓ Downloadable performance reports whenever you need them
Your Financial World, Right in Your Pocket
Check your balances on the go, view dividend payouts, securely approve advisor actions with one tap, and stay connected to your wealth wherever life takes you.
✓ Biometric login keeps access fast and secure
✓ Instant push notifications for account activity
✓ Message your advisor directly from the app
Say Goodbye to 30-Page Paper Packets
Opening a new retirement account, rolling over an old 401(k), or transferring existing brokerage assets takes minutes with paperless e-signatures and automated account linking.
✓ E-signature completes account opening in minutes, not weeks
✓ Automated ACAT transfers pull in outside accounts for you
✓ No notarizing, mailing, or faxing required
Precision Rebalancing That Keeps More Money in Your Pocket
Altruist's native fractional share trading and direct indexing capabilities allow us to implement institutional-grade tax-loss harvesting and custom investment strategies without uninvested cash drag.
✓ Fractional shares mean every dollar stays invested
✓ Automated tax-loss harvesting works quietly in the background
✓ Custom model portfolios rebalance automatically with market moves
Frequently Asked Questions About Custodians & Altruist
What is an independent custodian, and why does Coast Wealth Management use one?
As an independent Registered Investment Advisor, Coast Wealth Management never holds your money directly. By law and fiduciary best practice, client funds must be held by an independent qualified custodian like Altruist. This provides strict separation of duties, independent third-party statements, and complete safety.
Is my money safe with Altruist?
Yes. Altruist Financial LLC is a member of FINRA and SIPC. Your assets are protected under standard SIPC limits just any other legacy financial brokerage or Advisory firm.
How do I access my statements and tax documents?
All monthly statements, trade confirmations, and end-of-year 1099 tax documents are automatically generated and securely stored in your Altruist client portal and mobile app for instant, paperless download.
What if I already have accounts at Charles Schwab, Fidelity, or Vanguard?
We can seamlessly transfer your existing accounts to Altruist in-kind, meaning your existing investments transfer directly without needing to be liquidated or triggering unnecessary tax events, through our automated digital transfer process.
Ready to Experience Modern Wealth Management?
Discover what it's like to work with an independent fiduciary team backed by industry-leading financial technology.
