GulfCoast Financial Services provides investment management and financial planning tailored to your lifestyle choices, values, and goals. They help navigate the economic environment, construct financial plans, design asset allocation guidelines, and implement investment strategies. They also actively manage client assets held away at other custodians. They get to know you through consultations to understand your financial situation and risk tolerance.
Assets Under Management$77M
Clients282
Advisors1
Avg. per Client$270K
Avg. per Advisor$77M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $750K | 1.50% |
| $750K - $2.0M | 1.25% |
| $2M+ | 1.00% |
Fees may be adjusted up to 0.25% based on complexity. A one-time set-up fee of 1.00% of the assets to be managed may also be charged.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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