Gold Coast Securities (GCS) provides investment management and advice through asset management programs and consulting services. GCS gathers information about your financial situation, goals, and risk tolerance to make investment recommendations or decisions. GCS also offers specialty management services through third-party investment advisors. GCS does not take custody of client funds.
Assets Under Management$37M
Clients33
Advisors2
Avg. per Client$1.1M
Avg. per Advisor$19M
Fee Structure
Minimum Investment:$25K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The fee schedule is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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