Gold Coast Wealth Management provides investment supervisory services to individuals and institutions with separately managed accounts. Gold Coast also offers pension consulting services. The firm tailors its advisory services to the individual needs of its clients by adhering to investment restrictions imposed by the clients.
Assets Under Management$410M
Clients134
Advisors2
Avg. per Client$3.1M
Avg. per Advisor$210M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Gold Coast Wealth Management charges a percentage of your portfolio's value each year. The exact percentage depends on the size of your portfolio:
- Up to $2 million: 1.00% - 1.50%
- $2 million to $5 million: 0.85%
- $5 million to $15 million: 0.75%
- $15 million to $25 million: 0.65%
- $25 million or more: 0.55%
These fees are negotiable.
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