Gold Coast Securities, INC.
Assets Under Management
$37.4M
Number of Clients
33
Number of Advisors
11
Average Client AUM
$1.1M
AUM per Advisor
$3.4M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Gold Coast Securities, Inc. provides investment management and advice on a discretionary or non-discretionary basis, as well as investment advice through consultations. They also offer specialty management services through third-party investment advisers. GCS does not take custody of client funds or securities.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 2.25% |
| $250K - $500K | 2.00% |
| $500K - $750K | 1.75% |
| $750K - $1.0M | 1.50% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.75% |
Fees are negotiable.
Fee Estimator
For asset management, you'll pay a quarterly fee based on a percentage of your account's value. There's also a one-time setup fee of $50 and a termination fee of $100 if you close your account within a year. These fees are negotiable. For financial planning, fees are either fixed (up to $10,000) or hourly ($50-$300/hour), depending on complexity and the advisor you choose. Seminar fees range from free to $150. GCS also receives compensation from Pershing for client assets held in certain money market funds.
Areas of Practice
Location
275 E. Hillcrest Drive, Suite 225, Thousand Oaks, CA, 91360