Goldstein Capital Corp. (GCC) offers investment advice to individuals, institutions, and pooled investment vehicles. GCC provides portfolio reviews, asset allocation, asset selection, and general investment advice, specializing in cash management. GCC invests in bonds, stocks, alternative investments, ETFs, and mutual funds. Paul Goldstein, President and Chief Investment Officer, has over 35 years of investment experience.
Assets Under Management$310M
Clients18
AdvisorsN/A
Avg. per Client$17M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.70% |
| $500K - $1.0M | 0.60% |
| $1.0M - $5.0M | 0.50% |
| $5M+ | 0.45% |
Fees may be negotiable. For leveraged and hedged accounts, GCC charges 1% of the value of your portfolio, plus 20% of the net profits above a predetermined money market rate. Fixed income and cash management have different fee schedules.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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