Patrick Golden
Patrick Golden is a registered investment advisor at Golden Wealth Management, based in Pittston, PA, with 39 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 220 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual portfolio management fee varies up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable, depending on individual client circumstances.
Fee Estimator
Location
2 South Main Street, Suite 400, Pittston, PA, 18640
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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
Patrick is an investment advisor with Golden Wealth Management, dedicating about half of his time to this role. He is also an insurance agent, though the time commitment is unspecified.
Employment History
Current Registrations
Golden Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Stifel, Nicolaus & Company, Incorporated
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Thomson Mckinnon Securities INC.Broker
State Registrations4 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.