Independent Advice.Lower Fees.Trusted Long-Term Guidance.
Fiduciary portfolio management for individuals and families seeking disciplined investing, lower costs, and direct access to an experienced advisor.
-
20
Years
Experience -
CFA®
Charterholder
-
100%
Client Retention
Since Founding* -
0.50%
Advisory Fee
Your Assets Remain in Your Name at
Charles Schwab
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Independent Custody
Your accounts remain at Charles Schwab, one of the world's largest and most trusted financial institutions.
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You Stay in Control
Gold Coast Capital Management manages portfolios but cannot withdraw funds from client accounts.
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Direct Schwab Access
You receive statements, online access, industry-leading research, tools, and customer support directly from Schwab.
Many Investors Are Paying Too Much
On a $1 million portfolio, that difference can mean approximately $5,000 more remaining in your account each year. Over decades, the impact can be substantial.
Traditional Advisor
1.00%
Annual Advisory Fee
On a $1,000,000 Portfolio
$10,000
Annual Cost
Gold Coast Capital Management
0.50%
Annual Advisory Fee
On a $1,000,000 Portfolio
$5,000
Annual Cost
You Keep
$5,000
More Each Year
That's money that stays in your account — not your advisor's.
Who We Work With
- Professionals
- Business Owners
- Retirees
- Individuals Approaching Retirement
- Families Experiencing Major Financial Transitions
Common Situations Include
- Retirement planning
- Sale of a business
- Inheritance
- Divorce
- Large investment account transfer
Our Investment Approach
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Global Diversification
Broad exposure across U.S. and international markets.
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Risk Management
Portfolios built around long-term wealth preservation and growth.
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Tax Awareness
Tax-efficient portfolio construction and ongoing management.
Why Clients Choose Gold Coast Capital Management
- 1
CFA® Charterholder
The investment profession's most respected credential.
- 2
20 Years Experience
Investment banking, finance, and wealth management.
- 3
Independent Fiduciary
No proprietary products. No sales quotas. No hidden incentives.
- 4
Direct Advisor Relationship
You work directly with
Dragan Mark Filipovic, CFA®
— not a call center or rotating team.
About Dragan
Dragan Mark Filipovic, CFA®
Founder & Chief Investment Officer
After two decades in investment banking, finance, and wealth management, I founded Gold Coast Capital Management to provide individual investors with institutional-quality portfolio management, lower fees, complete transparency, and direct access to an experienced advisor.
Getting Started Is Simple
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Schedule a Complimentary Review
We'll discuss your goals and review your current portfolio.
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Receive Clear Recommendations
You'll receive an objective assessment and customized recommendations.
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Decide Whether We're the Right Fit
No pressure. No obligation. Just clarity.
Ready for a Second Opinion?
If you're paying more than 0.50% annually for portfolio management, let's review what you're receiving and what alternatives may be available.
- (847) 899-7986
- info@goldcoastcapm.com
- Serving clients nationwide