Gold Coast Capital Management (GCCM) provides investment management and financial planning services. GCCM determines investment goals, time horizons, and risk tolerance to create investment strategies for clients. Financial planning services cover various topics, including financial goals, net worth, investment analysis, retirement strategy, and estate preservation.
Assets Under Management$100K
Clients2
Advisors1
Avg. per Client$50K
Avg. per Advisor$100K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.00% |
| $10.0M - $30.0M | 0.75% |
| $30M+ | 0.50% |
The annual fee is negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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