John Heitkemper is a CFA-designated registered investment advisor at Gould Asset Management LLC, based in Claremont, CA, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 350 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gould Asset Management's fees are based on a client's investment objectives, portfolio size, restrictions, and the scope of the engagement. Fees are negotiable and may vary among clients. The maximum annual fee is 2.00%, with an additional 0.25% for certain non-standard accounts. A minimum quarterly fee of up to $750 may also be assessed.
Here are some representative annual fee rates for different investment strategies:
- Treasury Bills: 0.25%
- Quality Fixed Income: 0.50%
- Capital Preservation: 0.75%
- Diversified Income: 0.75%
- TargetReturn: 1.00%
- BenchmarkPlus: 1.00%
- Equity Index Plus: 1.00%
- Equity Dividend Growth: 1.00%
- RE LLC: 1.00%
- PE Fund: 1.00%
- Private Markets: 1.00%
- Master Limited Partnerships: 1.25%
- Global Growth & Resources: 1.25%
- Concentrated Stock: 1.25%
Location
341 West First Street, Suite 200, Claremont, CA, 91711-4749
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Gould Asset Management LLC
Previous Registrations
Ducenta Squared Asset Management
Tortoise Credit Strategies, LLC
Bradford & Marzec, LLC
State Registrations1 state
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