Brian Klatsky is a registered investment advisor at Gold Coast Wealth Management, LLC, based in Red Bank, NJ, with 27 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 134 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
320 Broad Street, Red Bank, NJ, 07701
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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
Brian is involved with OpenLocker, a digital marketing business, providing strategy and business plan development since 2021. He dedicates a few hours per week to this non-investment related activity.
Employment History
Current Registrations
Gold Coast Wealth Management, LLC
Previous Registrations
Kcg Americas LLCBroker
Knight Capital Markets LLCBroker
Knight Capital Americas, L.P.Broker
Sherwood Securities CORP.Broker
State Registrations2 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.