Facts and Insights
GOULD ASSET MANAGEMENT LLC was founded in 2001 by John Gould, a licensed financial advisor with over 20 years of experience in the industry. The firm is based in New York City and serves clients throughout the United States.
The team at GOULD ASSET MANAGEMENT LLC is committed to providing top-quality financial advice and services to their clients. They pride themselves on their attention to detail and personalized approach to developing financial strategies that meet each client’s unique needs and goals.
Assets Under Management, Number of Advisors, and Time in Business
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 20 years |
As of the last reporting period, GOULD ASSET MANAGEMENT LLC manages over $500 million in assets for their clients. The firm currently has a team of 5 advisors, each with extensive knowledge and experience in the financial industry.
With over 20 years in business, GOULD ASSET MANAGEMENT LLC has established a strong reputation for providing excellent financial advice and services to their clients.
Financial Services Offered
GOULD ASSET MANAGEMENT LLC offers a wide range of financial services to individuals, families, and businesses. These services include:
- Personal financial planning
- Retirement planning
- Estate planning
- Investment management
- Tax planning
- Insurance planning
The team at GOULD ASSET MANAGEMENT LLC works closely with their clients to understand their financial goals and create a customized plan to help them achieve those goals. Their advisors have a thorough understanding of the financial markets and use their expertise to make well-informed investment decisions on behalf of their clients.
Client Types
GOULD ASSET MANAGEMENT LLC serves a diverse group of clients, including:
- Individuals
- Families
- High-net-worth individuals
- Businesses
The firm’s advisors have experience working with clients from all walks of life and are dedicated to providing quality advice and services to help them achieve their financial goals. They understand that each client has unique needs and tailor their approach accordingly.
Fees & Compensation
GOULD ASSET MANAGEMENT LLC has a transparent and straightforward fee structure. They charge a percentage of assets under management for their investment management services. For other services, such as financial planning, the firm charges an hourly rate. All fees are discussed and agreed upon with the client before any services are rendered.
The firm operates on a fee-only basis, which means they do not receive any commissions for recommending specific investments. This ensures that their advisors act in the best interest of their clients at all times.
Background
John Gould, the founder of GOULD ASSET MANAGEMENT LLC, has been a licensed financial advisor for over 20 years. He holds a degree in Economics from a prestigious university and has worked for several top financial firms before starting his own company.
Under his leadership, GOULD ASSET MANAGEMENT LLC has grown to become a reputable and highly respected financial advisory firm. The team at GOULD ASSET MANAGEMENT LLC undergoes continuous training and education to stay up-to-date with the latest industry trends and best practices.
Financial Advisor Disclosures to Know
GOULD ASSET MANAGEMENT LLC is a registered investment advisor and is required to disclose certain information to their clients and potential clients. This information includes:
- Any conflicts of interest
- Any disciplinary history
- Any disciplinary history of the firm’s advisors
The firm holds itself to the highest ethical and professional standards and has no disciplinary history. They are committed to maintaining transparency and open communication with their clients.