Wealth ManagementBuilt Around Your Life
We manage your investments so you can spend less time overseeing your portfolio. Your goals, retirement plans and cash needs shape our decisions, with attention to risk, investment costs and taxes.
Work directly with Dragan Mark Filipovic, CFA®, the founder and investment manager responsible for your portfolio.
Both reviews are complimentary. No obligation to become a client.
One Relationship. Four Connected Areas.
We coordinate these four areas within one ongoing wealth management relationship, tailored to your goals.
Portfolio Management
We build and manage your diversified portfolio, select investments, monitor holdings and rebalance when appropriate, with attention to risk, investment costs and cash reserves.
Explore Portfolio ManagementInvestment Planning
We connect your investment strategy with your goals and other assets, including plans for a home purchase, business sale or family support. Your timeline and comfort with risk guide the investment mix.
Explore Investment PlanningRetirement Planning
We align your investments, cash reserves and planned withdrawals with your retirement timeline, spending needs and other income, both before and throughout retirement.
Explore Retirement PlanningTax-Aware Investing
We consider potential capital gains, which investments to hold in taxable and retirement accounts, and tax-loss harvesting where appropriate, while keeping your broader investment goals in view.
Explore Tax-Aware InvestingGold Coast Capital Management does not provide individualized tax or legal advice. Clients should consult qualified tax and legal professionals regarding their specific circumstances.
A Strategy That Evolves With You
Understand Your Priorities
We begin with your goals, current investments, income needs and the financial decisions ahead of you.
Build Your Portfolio
We develop your investment mix and review existing holdings before making changes, considering risk, investment costs and potential taxes.
Manage and Adjust
We monitor holdings, rebalance when appropriate and review your strategy with you as your goals, cash needs or circumstances change.
From a home purchase to retirement, we revisit how your portfolio supports the next stage of your life.
Personal Attention. Clear Accountability.
Your Investment Manager
The person you speak with is the person managing your portfolio. Work directly with Dragan Mark Filipovic, CFA®, as your needs evolve.
Independent Fiduciary
Investment advice centered on your goals, with an obligation to act in your best interests.
Independent Custody
Your assets are held in accounts in your name at Charles Schwab, with statements and online access provided directly by Schwab.
Standard annual advisory fee: 0.50% of assets under management.
Underlying fund expenses and applicable third-party charges are separate.
Before You Get Started
What is included in wealth management?
Gold Coast builds and manages your investment portfolio around your goals, cash needs and comfort with risk. Investment planning, retirement planning and tax-aware investing are coordinated within this ongoing relationship. We select investments, monitor holdings and adjust your portfolio as your circumstances evolve. You work directly with Dragan Mark Filipovic, CFA®, the investment manager responsible for your portfolio.
Will I need to sell my existing investments?
Not necessarily. We begin by reviewing what you own and how it fits your goals. Some investments may remain appropriate; others may warrant changes because of risk, costs, overlapping holdings or cash needs. Before making changes, we consider potential taxes and the benefits of keeping or replacing each holding. Joining Gold Coast does not automatically mean selling your entire portfolio.
What does it cost to work with Gold Coast?
The initial portfolio review is complimentary. Gold Coast’s standard annual advisory fee is 0.50% of assets under management, covering ongoing portfolio management and investment guidance within your wealth management relationship.
Underlying fund expenses and any applicable third-party charges are separate. Gold Coast does not earn commissions from investment recommendations. Complete fee and service details are provided in the advisory agreement and regulatory disclosures.
How do I get started?
Request a Complimentary Portfolio Review, or choose a Portfolio Second Opinion if you already work with an advisor. Both reviews are complimentary.
We begin with a conversation about your goals, current investments and questions. We then explain what appears well positioned, what may deserve attention and how ongoing management could help. There is no obligation to become a client, change advisors or transfer assets.
A Clearer View of Your Portfolio Starts Here
Already Have an Advisor?
Understand what appears well positioned, what may deserve attention and how your portfolio supports your goals.
Portfolio Second OpinionDon’t Have an Advisor?
See how your investments work together and whether your strategy fits your goals and cash needs.
Complimentary Portfolio ReviewBoth reviews are complimentary. No obligation to become a client.