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Gold Coast Wealth Management, LLC

Headquartered in JERICHO, NY

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Firm Information

Gold Coast Wealth Management, LLC is an investment advisor registered with the SEC. Based in Jericho, NY, the firm manages approximately $386 million in assets and primarily serves high-net-worth individuals, individuals other than high-net-worth, and pooled investment vehicles. They offer a range of advisory services including portfolio management for individuals and pooled investment vehicles, pension consulting, and selection of other advisors.

Gold Coast Wealth Management, LLC

575 JERICHO TURNPIKE

JERICHO, NY 11753

$386.26M

Assets Under Management

Not reported

Total Clients

2

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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performance-based fees

Fees calculated based on the performance of your investments relative to a benchmark.

Branch Locations (2)

GOLD COAST WEALTH MANAGEMENT, LLC has a total of 2 branch locations across the country.
location

Red Bank, NJ

location

JERICHO, NY

Advisors at Gold Coast Wealth Management, LLC

View All 2 Advisors
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Brendan John O'Brien

RA

JERICHO, NY

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Brian Lance Klatsky

RA

Red Bank, NJ

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Disclosures

There are no public disclosures for Gold Coast Wealth Management, LLC.

Frequently Asked Questions (7)

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