Jonathon Gold is a CFA-designated registered investment advisor at Gold Investment Management LTD., based in Edmonton, with 13 years of industry experience. Jonathon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 859 clients with $410M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gold Investment Management charges an annual fee based on the value of your portfolio, up to a maximum of 2.00%. This fee is negotiable depending on your needs and the complexity of your situation. Fees are paid monthly after the services are provided. You can cancel your contract with 30 days' written notice.
Location
10226 - 104 Street Nw, Suite 502 Fox Tower One, Edmonton, AB T5J 1B8
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Gold Investment Management LTD.
State Registrations2 states
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