Gold Coast Advisors offers portfolio management, investment advice, and financial planning services to individuals, high net worth individuals, corporate pension and profit-sharing plans, and private investment funds. Investment advice is tailored based on the client’s risk tolerance if Gold Coast Advisors is providing financial planning services. Clients may impose restrictions on investing in certain securities.
Assets Under Management$12M
Clients10
AdvisorsN/A
Avg. per Client$1.2M
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$250K
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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