Golden State Wealth Management, LLC
Assets Under Management
$1.8B
Number of Clients
3,888
Number of Advisors
45
Average Client AUM
$472K
AUM per Advisor
$40.8M
Compensation
Fee-Only (AUM)
About This Firm
Golden State Wealth Management provides asset management, comprehensive portfolio management, and financial planning services to individuals and other client types. They tailor investment strategies to client needs, monitor portfolios regularly, and offer financial planning and retirement plan consulting.
Fee Structure
The maximum annual fee for asset management and comprehensive portfolio management is 2.00%, billed quarterly in advance. Financial planning fees range from $1,500 to $10,000 on a flat fee basis, or up to $350 per hour. Retirement plan consulting is billed hourly (up to $250/hour), flat fee ($750-$10,000), or as a percentage of plan assets (up to 2.00%). Fees are negotiable.
Areas of Practice
Location
201 E. Sandpointe Avenue, #460, South Coast Metro, CA, 92707