Edward Suero is a registered investment advisor at Golden State Wealth Management, LLC, based in Encino, CA, with 12 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 3 more. Their firm serves 3,888 clients with $1.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden State Wealth Management charges a maximum of 2.00% annually for asset management and comprehensive portfolio management services. The exact fee will be outlined in your advisory agreement. Fees are calculated based on the value of your account and billed quarterly in advance. Fees are negotiable.
Location
Encino, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Edward provides investment advisory services through Golden State Wealth Management, LLC, dedicating full-time hours to this activity. He is also the founder and content creator for Be Grounded Inc, focusing on transformative mindfulness and meditation, which takes about 10-20% of his time.
Employment History
Current Registrations
Golden State Wealth Management, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Wachovia Securities, LLCBroker
State Registrations6 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.