Corey Golden is a CFP-designated registered investment advisor at Golden Wealth Management, based in Pittston, PA, with 21 years of industry experience. Corey 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 Activities
Corey co-owns Pittston Holdings, where he produces and sells ketchup, dedicating about a quarter of his time. Corey is also the President and Chief Compliance Officer of Golden Wealth Management, a registered investment advisor, which takes up nearly all of his time.
Employment History
Current Registrations
Golden Wealth Management
Private Client Services, LLCBroker
Previous Registrations
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
National Financial Services LLCBroker
State Registrations2 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.