Firm
Gold Coast Capital Management
Douglas, Michigan
Fee-only
Facts
| Based in | Douglas, Michigan |
|---|---|
| Website | goldcoastcapm.com |
| [email protected] | |
| Phone | (847) 899-7986 |
Gold Coast Capital Management fees
What the firm's own website says it charges, checked October 30, 2026. We keep a price only when the exact words stating it appear on the page.
| Asset-based fee | 0.5% a year on the first tier of assets |
|---|---|
| Account minimum | None |
| How it charges | Percentage of assets |
In the firm's words
"Our standard annual advisory fee is 0.50% of the assets we manage for you" source
"Gold Coast does not require a minimum investment amount." source
"Our standard annual advisory fee is 0.50% of the assets we manage for you" source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $7 million |
| Individual clients | 14 |
| Financial planning | Offered |
| Form ADV filed | July 10, 2026 |
| SEC record | CRD 318822 |