DB
CFA
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
350 clients
Average Client Portfolio
$2.6M average
Assets Under Management
$901.3M
Fee Structure
Minimum Investment:$1M
Financial Planning:Investment management only
Hourly Rate:Up to $500/hr
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
Investment Management
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Advisor Information
Office location
341 West First Street, Suite 200, Claremont, CA, 91711-4749
Get directionsRegulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Gould Asset Management LLC
November 2014 - Present · 11 yrs 2 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.