Heather Trbovich is a registered investment advisor at Golden Reserve Retirement, LLC, based in Troy, MI, with 7 years of industry experience. Heather operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 2,008 clients with $540M 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 | Included |
Golden Reserve Retirement charges a negotiated fixed annual fee between $5,500 and $15,000 for combined portfolio management and financial planning, rather than a direct percentage of assets under management.
Fee Estimator
Location
901 Wilshire Dr. Suite 550, Troy, MI, 48084
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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
Heather works as a consultant/independent contractor for Modere, a supplement brand, since 2019. She dedicates about half her time to this network marketing activity.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Concorde Asset Management, LLC
Concorde Investment Services, LLCBroker
State Registrations1 state
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.
Exams
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