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
Golden Reserve Retirement, LLC provides ongoing portfolio management services based on client goals and risk tolerance. They may appoint AE Wealth Management as a subadvisor. Financial planning covers investment, insurance, tax, legal, retirement, college, and debt/credit planning. They primarily recommend passive, low-cost investing.
270 Bradenton Avenue, Dublin, OH, 43017