Joel Gold
Advisor at The Gold Company
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
The Gold Company
Location
Portland, ME 04101
Credentials
CFP®, Series 63
Industry experience
20 years
About
Joel Gold is a CFP® certificant with 20 years of experience in financial advising. He is the sole advisor at The Gold Company, an independent firm based in Portland, Maine. Gold is also a tenured finance professor at the University of Southern Maine, where he has taught since 1973. The Gold Company serves individual clients with hourly consultations, written financial plans, investment advice, and portfolio management on a fee-only basis. The firm employs a non-discretionary, value-oriented investment approach focused on diversification, tax considerations, and a buy-hold-sell strategy.
Expertise
Based on The Gold Company
General retirement planning
General tax planning
Wealth management
Annuities
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
Location
145 Newbury Street
Portland, ME 04101
Most active in
Joel G has reported serving >5 clients in these states in the last 12 months.
Maine
Work history
University of Southern Maine
1973 - Present (53 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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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