Dragan Filipovic is a registered investment advisor at Gold Coast Capital Management, LLC, based in Douglas, MI, with 4 years of industry experience. Dragan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 2 clients with $100K in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Location
Douglas, MI
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Dragan works as a Finance Director at Optum, a pharmacy business, since 2017. This is not investment-related and takes nearly full-time.
Employment History
Current Registrations
Gold Coast Capital Management, LLC
State Registrations1 state
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