Gold Coast Wealth Management, LLC

Gold Coast Wealth Management, LLC is a registered investment adviser established on January 3, 2011, located in Jericho, New York. The firm specializes in providing investment supervisory services on a discretionary basis to individuals and institutions with separately managed accounts, along with offering pension consulting services. As of December 2024, the firm managed approximately $414,920,456 in client assets, with fees based on a tiered structure ranging from 0.55% to 1.50% of assets under management. The firm does not participate in wrap fee programs and charges management fees quarterly in advance. Clients have the option to purchase recommended investment products through other brokers to mitigate conflicts of interest. Gold Coast Wealth Management employs various investment strategies, including buy and hold, equity, fundamental value, growth, and relative value strategies. The firm may engage in cross transactions between client accounts to optimize trade execution and allocation. Clients receive quarterly account statements and billing invoices for transparency. The firm does not accept voting authority for client securities and does not have any financial conditions impairing its ability to meet contractual commitments to clients. Gold Coast Wealth Management operates independently and is not affiliated with Charles Schwab & Co., Inc. Advisor Services, which provides various benefits and services to the firm.