Gold Coast Capital Management, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed July 10, 2026. Fees can change, so confirm with the firm before you hire them.

Flat or project fee

$300

“GCCM charges a negotiable fixed fee of $300 for financial planning.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Gold Coast Capital Management, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in arrears based on the amount of assets managed as of the close of business on the last business day of the previous quarter.”
• “If margin is utilized, the fees will be billed based on the net asset value of the account.”
• “For accounts opened or closed mid-billing period, fees will be prorated based on the days services are provided during the given period.”

How Gold Coast Capital Management, LLC’s fees compare

• Its flat or project fee of $300 is below the Michigan median of $3,250. 4% of the 137 other Michigan planners that publish a flat or project fee charge less.

About Gold Coast Capital Management, LLC

• Solo practice: one person runs the firm, so you work directly with the planner.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

2% a year

Clients

15

Employees

1

Works with

Individuals and high net worth individuals

Services reported to regulators

Financial planning and portfolio management for individuals and small businesses

Assets managed

$7,000,000

Registered with

State securities regulators

Disciplinary disclosures

None reported

SEC CRD number

318822

Website

goldcoastcapm.com (opens in new tab)

Phone

(847) 899-7986

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• A B L E Wealth Management Solutions LLCAnn Arbor$400/hr, $500
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• Advisory Advocates LLCGrand Rapids$250⁠-⁠$1,500

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