Services
Independent Wealth Management. Done Right.
Gold Coast Capital Management provides personalized, independent wealth management for individuals and families seeking disciplined investing, lower costs, and direct access to an experienced advisor.
We keep it simple: one transparent annual fee of 0.50%, no hidden costs, no proprietary products, and no conflicts of interest.
Your portfolio is built around your goals, risk tolerance, time horizon, and tax situation — and managed directly by Dragan Mark Filipovic, CFA.
- Not a call center.
- Not a rotating team.
- You.
What Wealth Management Means
Successful investing is rarely about predicting the next market move.
It's about maintaining a disciplined strategy through changing markets and life events.
Every client relationship includes ongoing portfolio management, investment guidance, and personalized advice designed around your unique circumstances.
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Portfolio Management
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Retirement Planning
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Tax-Aware Investing
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Major Financial Decisions
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Direct Access to Your Advisor
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Transparent Pricing
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Assets Held at Charles Schwab
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Let's Have a Conversation
Our Services
Portfolio Management
Your investment portfolio is designed to help you reach your goals while managing risk appropriately.
- Build diversified portfolios
- Focus on low costs and efficiency
- Monitor and rebalance when appropriate
Retirement Planning
Whether retirement is five years away or already here, your portfolio should support the life you want to live.
- Evaluate spending needs
- Plan for taxes and Social Security
- Coordinate investments with your goals
Tax-Aware Investing
What you earn matters. What you keep matters more.
- Tax-loss harvesting
- Asset location strategies
- Tax-efficient income strategies
Major Financial Decisions
Life doesn't happen on a schedule.
- Business sale
- Inheritance
- Career change
- Retirement
- Large investment or account transfer
Direct Access to Your Advisor
Every client works directly with Dragan Mark Filipovic, CFA.
You'll have access to an advisor with 20 years of experience in investment banking, finance, and wealth management.
- No call centers
- No junior associates
- No rotating service teams
Transparent Pricing
We believe investment advice should be straightforward.
Clients pay a transparent annual advisory fee of 0.50%, with no commissions, proprietary products, hidden charges, or sales incentives.
When our clients succeed, we succeed.
Assets Held at Charles Schwab
Independent Custody
Your assets remain in your name at Charles Schwab — one of the world's largest and most trusted financial institutions.
You Stay In Control
Gold Coast Capital Management manages your portfolio but cannot withdraw funds from your account or take custody of your assets.
Direct Schwab Access
You receive statements, online access, research, tools, and customer support directly from Charles Schwab.
Ownership Always Remains Yours
You maintain full ownership and control of your assets at all times. You can leave at any time.
Direct Access to Your Advisor
Every client works directly with Dragan Mark Filipovic, CFA.
You'll have access to an advisor with 20 years of experience in investment banking, finance, and wealth management experience who understands your goals, knows your situation, and is available when you need guidance.
- No call centers.
- No junior associates.
- No rotating service teams.
Just a direct relationship built on trust, transparency, and accountability.
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.
Let's Have a Conversation
Whether you're building wealth, approaching retirement, or simply looking for a second opinion, we're happy to have a conversation.
- +1 (847) 899-7986
- info@goldcoastcapm.com
- Serving clients nationwide