Gold Coast Wealth Management, LLC
Assets Under Management
$414.9M
Number of Clients
134
Number of Advisors
2
Average Client AUM
$3.1M
AUM per Advisor
$207.5M
Compensation
Fee-Only (AUM)
About This Firm
Gold Coast Wealth Management, LLC offers investment supervisory services on a discretionary basis to individuals and institutions with separately managed accounts. The firm also offers pension consulting services. Advice is tailored to client objectives and strategies, adhering to client-imposed investment restrictions.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.50% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $15.0M | 0.75% |
| $15.0M - $25.0M | 0.65% |
| $25M+ | 0.55% |
The brochure lists a fee range of 1.00%-1.50% for the first $2 million. The higher rate is shown in the fee table above. Management Fees are negotiable in the sole and absolute discretion of the Adviser.
Fee Estimator
The firm charges an annual investment management fee based on assets under management. The fee ranges from 1.00% - 1.50% on the first $2 million, 0.85% for $2 to $5 million, 0.75% for $5 million to $15 million, 0.65% for $15 million to $25 million, and 0.55% for $25 million or more. Fees are charged quarterly in advance. Pension consulting services are offered at 0.50% of plan assets. All fees are negotiable.
Areas of Practice
Location
575 Jericho Turnpike, Suite 307, Jericho, NY, 11753