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
5054 Waterford Drive, Suite A, Sheffield Village, OH, 44035
Get directionsRegulatory History
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Anthony is a licensed insurance agent through Golden Reserve, LLC, selling commissionable insurance and annuity products, and works as a retirement planner. This takes nearly full-time hours. Anthony also works as a bartender/server, dedicating about 10-20% of his time.