Assets Under Management
$37.4M
Number of Clients
33
Number of Advisors
11
Average Client AUM
$1.1M
AUM per Advisor
$3.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Gold Coast Securities (GCS) provides investment management and consulting services. Asset management programs offer discretionary or non-discretionary advice. Consulting services provide consultations and recommendations. GCS also offers specialty management services through third-party managers. GCS does not take custody of client funds.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
The client may negotiate the fee schedule with the client’s Advisory Representative.
275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA, 91360