Home / Custodians
Custodians
Custodians
Your investments are held securely by top-tier institutions—because trust starts with transparency.
When you work with a financial advisor, your money isn’t held by the advisor—it’s held by a custodian. A custodian is a third-party financial institution that safeguards your assets, provides independent account statements, and ensures that you stay in control of your money at all times.
At Coast Wealth Group, we’ve chosen to work with two of the most respected custodians in the industry: Charles Schwab and Altruist. These platforms allow us to manage your investments with professional oversight, while your accounts remain fully accessible and transparent under your name.
Meet Our Custodians
Same Access. Different Experience
Whether your accounts are held at Charles Schwab or Altruist, you’ll have access to the same core investments—stocks, ETFs, mutual funds, and more.
The difference comes down to platform preferences and how we collaborate with you. We’ll help you choose the best fit for your goals and comfort level.
charles schwab
Strength Behind Schwab
Institutional Stability
With over $10 trillion in client assets, Schwab has been a trusted name in investing since 1971—offering decades of experience and scale.
Access to Legacy Accounts
With over $10 trillion in client assets, Schwab has been a trusted name in investing since 1971—offering decades of experience and scale.
Familiar Name, Trusted by Millions
Schwab is one of the most recognized financial brands in the U.S., known for its reliability and client protections.
Deep Platform Tools
While Schwab’s platform is designed for professional use, we help bridge the gap to ensure you always understand how your money is working for you.
Altruist
Modern Investing, Simplified.
We love the intuitive experience our clients get with Altruist. With sleek mobile access, clear charts and performance tracking, and professionally managed portfolios from renowned names like Vanguard, Fidelity, BlackRock, and more, investing is made easy—without sacrificing sophistication.
It All Starts With
Your Initial Call
It All Starts With Your Initial Call
Step #1: Schedule Your Discovery Call
If you don’t see a time that works for you, reach out to 843-855-4910. There is no cost or obligation to find out if we can help you.
Retirement and investment guidance for individuals, families, and small business owners across Myrtle Beach, Charleston, Wilmington, and beyond.
Company
Address:
1000 21st Ave N, Suite 12
Myrtle Beach SC 29577
Phone:
843-855-4910
Email:
[email protected]
Useful links
Copyright 2025. All rights reserved.
All content is for information purposes only. It is not intended to provide any tax or legal advice or provide the basis for any financial decisions. Nor is it intended to be a projection of current or future performance or indication or future results.
Opinions expressed herein are solely those of Coast Wealth Management Group LLC, and our editorial staff. The information contained in this material has been derived from sources believed to be reliable but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered by Coast Wealth Management Group LLC an Investment Advisor in the State of South Carolina. Being registered as an investment adviser does not imply a certain level of skill or training.