Edward Wright
Edward Wright is a CFP-designated registered investment advisor at Golden Reserve Retirement, LLC, based in Dublin, OH, with 10 years of industry experience. Edward 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
270 Bradenton Avenue, Dublin, OH, 43017
Get directionsHistory
Regulatory History (1)
Criminal
September 2004Other Business ActivitiesSells Insurance
Edward established Wright Up Your Alley LLC in 2011 and is a partner in Galt Property Holdings LLC, Rand Property Holdings LLC, and Taggart Property Holdings LLC, which buy, sell, and rent residential real estate; he spends minimal time on these activities. Edward is also a licensed insurance agent through Golden Reserve, LLC, selling insurance products and fixed annuities, dedicating full-time hours to this activity.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
Dean Financial Services
Dean Investments
State Registrations5 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.