Donald Gould is a registered investment advisor at Gould Asset Management LLC, based in Claremont, CA, with 24 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 363 clients with $1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Representative fee rates vary by investment strategy from 0.25% to 1.25% per year. The maximum gross asset-based fee is 2.00% per year, plus up to an additional 0.25% for certain non-standard accounts.
Fee Estimator
Location
341 W 1st St, Suite 200, Claremont, CA, 91711
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald serves as Trustee and Chair of the Pitzer College Board of Trustees, a role he has held since 2006. This commitment requires a few hours per week.
Employment History
Current Registrations
Gould Asset Management LLC
State Registrations3 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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