Joshua Colwill is a CFP-designated registered investment advisor at Golden Reserve Retirement, LLC, based in Dublin, OH. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 1,385 clients with $310M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Golden Reserve Retirement offers portfolio management and financial planning for a negotiated fixed rate between $500 and $15,000 per year. The rate depends on the services provided. This fee includes tax and legal services provided by affiliated companies. Clients can terminate the agreement with a full refund within five business days of signing. After that, clients can terminate immediately with written notice.
Location
535 Metro Place S, #100, Dublin, OH, 43017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Golden Reserve Retirement, LLC
State Registrations1 state
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