Gould Capital helps clients build, manage, and protect their wealth. The firm manages investments for individuals, high net worth individuals, foundations, employer-sponsored retirement plans, and other entities. Gould Capital creates personalized investment strategies and provides ongoing investment review and management services. They primarily invest in equities, ETFs, mutual funds, and debt securities. Gould Capital also offers consulting services on topics like estate planning and retirement planning.
Assets Under Management$160M
Clients378
Advisors3
Avg. per Client$410K
Avg. per Advisor$52M
Fee Structure
Minimum Investment:$1M
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.75% |
| $10.0M - $20.0M | 0.70% |
| $20M+ | 0.70% |
Fees negotiable for accounts in excess of $20,000,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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