Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The negotiated fixed rate for portfolio management and financial planning varies between $500 and $10,000 per year, based on the services provided. Estate planning and tax services performed by affiliated companies are included in Golden Reserve's annual fee. Clients are responsible for third-party fees such as transaction fees charged by the custodian.
Areas of Practice
Advisor Information
Office location
270 Bradenton Avenue, Dublin, OH, 43017
Get directionsRegulatory History (1)
Criminal
September 2004Other Business ActivitiesSells Insurance
Edward established Wright Up Your Alley LLC in 2011 and is a partner in Galt Property Holdings LLC, Rand Property Holdings LLC, and Taggart Property Holdings LLC, which buy, sell, and rent residential real estate; he spends minimal time on these activities. Edward is also a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities, dedicating full-time hours to this activity.