Assets Under Management
$414.9M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$207.5M
Compensation
Fee-Only (AUM)
Gold Coast Wealth Management provides investment supervisory services on a discretionary basis to individuals and institutions with separately managed accounts. The Adviser also offers pension consulting services. The Adviser provides advice based on specific investment objectives and strategies, tailoring services to individual needs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
Management Fees are negotiable in the sole and absolute discretion of the Adviser. The highest fee percentage was used for the first tier.
575 Jericho Turnpike, Suite 307, Jericho, NY, 11753