Gold Coast Securities offers investment consulting and financial planning services to individuals, trusts, estates, and business entities. Gold Coast Securities assists clients by gathering information about their financial circumstances, goals, risk tolerance, and objectives to provide personalized recommendations. Through its specialty management services, Gold Coast Securities acts as a solicitor, helping clients select third-party investment advisers and wrap fee programs, timing services, or asset allocation services. Additionally, Gold Coast Securities provides financial, retirement, and college planning services, alongside ongoing investment portfolio monitoring. Representatives of Gold Coast Securities may also act as registered representatives of a broker-dealer or licensed insurance agents, creating potential conflicts of interest through the receipt of commissions or distribution fees.
Fee Structure
Gold Coast Securities does not directly manage investment portfolios. Instead, Gold Coast Securities refers clients to third-party investment managers and specialty management programs. Clients pay advisory fees directly to these third-party managers, and Gold Coast Securities receives a portion of those fees as a solicitor. Fees vary depending on the specific third-party manager and program selected.