Gold Coast Wealth Management manages investment portfolios and offers pension consulting services for individual and institutional clients. Gold Coast Wealth Management builds customized investment strategies based on each client's specific objectives and restrictions. The firm utilizes fundamental, technical, quantitative, and qualitative analyses when evaluating investment opportunities, employing strategies such as buy-and-hold, equity selection, fundamental value, growth investing, and relative value trading. Portfolios may include equities, fixed income securities, exchange-traded funds, mutual funds, options, and pooled investment vehicles or hedge funds. Gold Coast Wealth Management is wholly owned by Brendan O'Brien, who serves as the sole principal and manages client accounts on a discretionary basis, though certain restrictions can be accommodated.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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% |
Fees are negotiable in the sole discretion of the firm. Pension consulting services are charged at 0.50% of plan assets.