Gould Asset Management LLC
Assets Under Management
$901.3M
Number of Clients
350
Number of Advisors
9
Average Client AUM
$2.6M
AUM per Advisor
$100.1M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Gould Asset Management LLC offers investment management services through individually managed accounts. They consider client objectives, risk tolerance, and tax situations when recommending investment strategies. Gould may use sub-advisors and a third-party platform for defined contribution plan assets. They may also offer opportunities to invest in real estate and private equity.
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
Location
341 West First Street, Suite 200, Claremont, CA, 91711-4749