TrueAdvisor
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TH
TH

Tae Pom Ho

Gold Coast Securities, INC.
28 Years of Experience
1 DisclosureBroker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Gold Coast Securities, INC.
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Firm Size
11 advisors
Number of Clients
33 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$37.4M

Fee Structure

Minimum Investment:$25K
Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $250K2.25%
$250K - $500K2.00%
$500K - $750K1.75%
$750K - $1.0M1.50%
$1.0M - $2.0M1.00%
$2M+0.75%

The client may negotiate the fee schedule with the client’s Advisory Representative.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA, 91360

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
June 2008
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Gold Coast Securities, INC.
January 2003 - Present · 23 yrs 1 mo
Gold Coast Securities, INC.Broker
May 2001 - Present · 24 yrs 9 mos
Previous Registrations
National Planning CorporationBroker
August 1999 - June 2001 · 1 yr 10 mos
Select Capital CorporationBroker
March 1997 - July 1999 · 2 yrs 4 mos
State Registrations2 states
CAWA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.