Golden Reserve Retirement, LLC
Assets Under Management
$310.9M
Number of Clients
1,385
Number of Advisors
21
Average Client AUM
$225K
AUM per Advisor
$14.8M
Compensation
Fixed/Hourly
About This Firm
Golden Reserve Retirement, LLC provides ongoing portfolio management services based on client goals and risk tolerance. They may appoint a third-party investment manager. Financial planning services cover investment, insurance, tax, legal, retirement, college, and debt/credit planning. They primarily recommend passive, low-cost investing.
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
Location
270 Bradenton Avenue, Dublin, OH, 43017