GulfCoast Financial Services provides investment management and financial planning services designed around each client's unique lifestyle choices, goals, and values. Operating as a registered investment advisor in Lake City, Florida, GulfCoast Financial Services uses Modern Portfolio Theory and customized asset allocation strategies to build and monitor portfolios primarily using mutual funds, stocks, bonds, and exchange-traded funds. In addition to managing portfolios, GulfCoast Financial Services creates comprehensive financial plans covering retirement, taxes, estate planning, insurance, real estate, and education funding. The firm also assists clients with managing outside accounts and offers access to private alternative investments through third-party managers for eligible clients. GulfCoast Financial Services focuses on personalized, one-on-one consultations to help clients navigate the economic environment and achieve financial security.
Fee Structure
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 upward by up to 0.25% based on complexity. A one-time setup fee of up to 1.00% may also apply.