The Gold Company
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$17,000,000
Clients
28
Advisors
1
of 1 employees
About
The Gold Company works primarily with individual clients, offering hourly consultations, written financial plans, investment advice, and portfolio management on a fee-only basis. The firm recommends and implements investments such as mutual funds, ETFs, individual stocks and bonds, CDs and annuities, and accepts clients who request managed accounts.
All client accounts are supervised on a non-discretionary basis, meaning clients make the final decision on recommended transactions; this non-discretionary posture is atypical among independent advisors. The firm follows a generally passive, buy-hold-sell approach with a value orientation, emphasizes diversification and tax consequences, avoids derivatives and options, and recommends rebalancing only when client goals change or when holdings underperform for extended periods.
The Gold Company is a long-established practice with modest assets under management and a small client roster, and it provides quarterly account valuations, regular performance reports, and at least annual reviews while giving clients year‑round access to the adviser at no additional charge. The adviser’s academic finance background and CFP designation shape an educational, income- and value-focused advisory style that distinguishes the firm’s approach from more transactional or discretionary peers.
Client services
Expertise
Occupation focus
Fee options
Personal Financial Plan fees: $1,000 (less than $50K income or $100K net worth), $1,500 ($50K-$150K income or $100K-$300K net worth), $2,000 (over $150K income or over $300K net worth)
$0 - $49,999: 2.00%, not to exceed $750 $50,000 - $99,999: 1.50%, not to exceed $750 $100,000 - $499,999: 1.25%, not to exceed $5,000 $500,000 - $999,999: 1.00%, not to exceed $7,500 $1,000,000 - $2,499,999: 0.75%, not to exceed $10,000 $2,500,000 - $4,999,999: 0.50%, not to exceed $12,500
$250 per hour
Fee-only: Fee-only compensation model
Main office
145 Newbury Street
Portland ME 04101
Advisors at this office
1
Most active in
Florida · Maine
Also doing business as
Gold, Joel Ira · The Gold Company
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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