Your Life. Your Goals.Your Portfolio,Personally Managed.
We manage your investments around your goals, retirement plans and cash needs, so you can spend less time overseeing your portfolio.
Work directly with Dragan Mark Filipovic, CFA, founder and Chief Investment Officer. As a fiduciary, Gold Coast has an obligation to act in your best interests when providing investment advice.
Both reviews are complimentary. No obligation to become a client.
One Relationship. Four Connected Areas.
Investment planning, portfolio management, retirement planning and tax-aware investing work together as part of your ongoing wealth management.
Investment Planning
Connect your investments with your goals, timeline and the decisions ahead.
Portfolio Management
Build, monitor and adjust your portfolio with attention to risk, costs and cash needs.
Retirement Planning
Align your investments and withdrawals with life before and throughout retirement.
Tax-Aware Investing
Consider tax consequences when choosing investments and making portfolio changes.
Gold Coast does not provide individualized tax or legal advice.
Advice That Fits Your Stage of Life
A demanding career, a business sale or an approaching retirement can change what you need from your investments. We build your portfolio around those priorities.
Know the Person Managing Your Portfolio
Dragan Mark Filipovic, CFA
Founder and Chief Investment Officer
The person you speak with is the person managing your investments. You work directly with Dragan as your goals and circumstances evolve.
His background spans investment banking, corporate finance and wealth management. He also holds an MBA from Northwestern University’s Kellogg School of Management.
*Since the firm’s founding in 2022, as of October 2026. Retention does not measure investment performance or client satisfaction.
About Gold CoastPersonal Management.
A Clear Advisory Fee.
One advisory fee covers your ongoing wealth management relationship. No commissions from selling investments.
Billed quarterly in arrears. Underlying fund expenses and applicable third-party charges are separate.
Your Investments. Your Name. Your Access.
Your accounts stay in your name at Charles Schwab. Gold Coast manages your portfolio; Schwab holds your assets and provides direct account access and statements.
A Clear Purpose for Every Investment
Diversify Thoughtfully
Build a mix of investments around your goals and comfort with risk.
Keep Costs in View
Evaluate investment expenses and tax implications alongside portfolio fit.
Adjust With Purpose
Review your holdings as markets move and your needs change.
Start With a Conversation
Tell Us What Matters
Discuss your goals, current investments and questions.
Review Your Portfolio
Understand what appears well positioned and what may need attention.
Decide What Comes Next
Learn how ongoing management would work, then decide whether we are a fit.
See How Your Portfolio Supports Your Goals
Start with a complimentary review. You decide what happens next.
Already Have an Advisor?
Portfolio Second OpinionDon’t Have an Advisor?
Complimentary Portfolio ReviewNo obligation to become a client, change advisors or transfer assets.