Brendan O'brien is a registered investment advisor at Gold Coast Wealth Management, LLC, based in Jericho, NY, with 19 years of industry experience. Brendan 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
575 Jericho Turnpike, Suite 307, Jericho, NY, 11753
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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.
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Brendan spends about half his time performing GP duties and providing investment advisory work for Gold Coast Multi-Asset Fund. He also dedicates time to Gold Coast Wealth Management, R.F. Lafferty & Co., OpenLocker, and THE 1 TRAIN LLC, a marketing services business.
Employment History
Current Registrations
Gold Coast Wealth Management, LLC
R. F. Lafferty & CO., INC.
R. F. Lafferty & CO., INC.Broker
Previous Registrations
Metcircle Securities LLCBroker
Bear, Stearns & CO. INC.Broker
Bear, Stearns & CO. INC.Broker
Goldman, Sachs & CO.Broker
Cantor Fitzgerald SecuritiesBroker
State Registrations6 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.