Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Gould's fees are based on factors such as investment objectives and portfolio size and are negotiable. The maximum asset-based fee is 2.00% per year, plus up to an additional 0.25% per year for certain non-standard accounts. A minimum portfolio management fee of up to $750 per quarter may also be assessed. Hourly consulting is billed at up to $500/hour.
Areas of Practice
Advisor Information
Office location
341 W 1st St, Suite 200, Claremont, CA, 91711
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Donald serves as Trustee and Chair of the Pitzer College Board of Trustees, a role he has held since 2006. This commitment requires a few hours per week.