Alicia C. Fuller

Home > Financial Advisor Directory > florida > naples

About Alicia C. Fuller

Alicia C. Fuller is the Founder and Managing Director of Coastal 360 Capital Advisors at Steward Partners. With over four decades of experience in the financial services industry, Alicia serves as a fiduciary wealth manager and discretionary portfolio manager for individuals, families, business owners, and executives nationwide.

Alicia's extensive experience in the preservation of wealth along with the transition of that wealth to the next generation has allowed families the flexibility to plan using many different scenarios until the best strategy is found. Whether you are planning for retirement, the sale of a business, philanthropic endeavors or tax minimization strategies, Alicia carefully lays the ground work with you to pursue the desired outcome.

Alicia lives in Naples with her husband, Fletch, and her sweet Goldendoodle, Oliver, who is also the Pawsitivity Director of Coastal 360 Capital Advisors. Outside the office, Alicia enjoys spending time with her children and her grandchildren as well as traveling and gardening..

See Disclosures

General Information

Firm Start Year

1926

CRD#

1272192

Firm CRD#

1254

Insurance License#

A230806

Years of Experience in Financial Services

Number of Years with Current Firm

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

Compliance

Registered Investment Advisor

Acknowledged fiduciary

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

Paladin Advisors

PaladinRegistry is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. PaladinRegistry matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. PaladinRegistry, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.

Paladin Research Report For:

Coastal 360 Capital Advisors - Steward Partners