Assets Under Management
$775K
Number of Clients
13
Number of Advisors
1
Average Client AUM
$60K
AUM per Advisor
$775K
Compensation
Fee-Only (AUM)Fixed/Hourly
Bolden Wealth Management, also known as The Money QB, offers comprehensive financial planning and investment management services. This includes risk management, investment recommendations, education, retirement, estate, charitable gifting, and tax planning. They also offer targeted financial planning on a limited scope and educational seminars.
MI, United States