Christian Carson Carey

Golden Reserve Retirement, LLC

4 Years of Experience

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Firm Information

Golden Reserve Retirement, LLC

Compensation

Fixed/Hourly

Number of Advisors

21 advisors

Number of Clients

1,385 clients

Average Client Portfolio

$225K average

Assets Under Management

$310.9M

Fee Structure

Financial Planning:Included in AUM fee

Financial Plan Fee:$500 - $10,000

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.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningFinancial Planning & CoachingHigh Net Worth

Advisor Information

Office location

8008 N High St, Columbus, OH, 43235

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Regulatory History

Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.