Keith Golden
Keith Golden is a registered investment advisor at Mutual Trust Asset Mgmt., INC., based in West Palm Beach, FL, with 32 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 92 clients with $57M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MTAM charges an annual fee based on a percentage of your portfolio. This fee can range from 1% to 2.5% and is negotiable depending on the services you need. Fees are charged at the end of each quarter based on the value of your portfolio at that time. You authorize MTAM to deduct these fees directly from your account.
Location
500 Australian Ave, Suite 536, West Palm Beach, FL, 33401
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Regulatory 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
Keith works as a self-agent selling insurance since 2011, spending minimal time on this activity.
Employment History
Current Registrations
Mutual Trust Asset Mgmt., INC.
Calton & Associates, INC.Broker
Previous Registrations
Mutual Trust Asset Mgmt., INC.
Mutual Trust Company of America SecuritiesBroker
Summit Financial Group INC
Summit Brokerage Services, INC.Broker
Sagepoint Financial, INC.
Sagepoint Financial, INC.Broker
Sunamerica Securities, INC.Broker
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Great Western Financial Securities CorporationBroker
Painewebber IncorporatedBroker
Bear, Stearns & CO. INC.Broker
Chatfield Dean & CO., INC.Broker
Northwestern Mutual Investment Services, INC.Broker
Robert W. Baird & CO. IncorporatedBroker
State Registrations10 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.