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Justin Dilbeck

Golden Reserve Retirement, LLC
8 Years of Experience
Independence, OH
Sells Insurance
View SEC Summary
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Justin Dilbeck is a registered investment advisor at Golden Reserve Retirement, LLC, based in Independence, OH, with 8 years of industry experience. Justin 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.

Golden Reserve Retirement, LLC
Compensation
Fixed/Hourly
Firm Size
27 advisors
Number of Clients
2,008 clients
Average Client Portfolio
$271K average
Assets Under Management
$544.3M

Fee Structure

Planning is included in investment management
Minimum Annual Fee:$5,500
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
AnyIncluded

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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

6133 Rockside Road, Suite 303, Independence, OH, 44109

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History

Regulatory History
Clean regulatory record

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.

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Other Business ActivitiesSells Insurance

Justin is a licensed insurance agent through Golden Reserve, LLC, selling insurance and annuity products, dedicating full-time hours to this activity. He also owns 50% of Northshore Real Estate LLC, spending minimal time facilitating ownership of rental property.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
June 2023 - Present · 3 yrs 4 mos
Previous Registrations
Commonwealth Financial Network
November 2019 - June 2020 · 7 mos
Commonwealth Financial NetworkBroker
November 2019 - June 2020 · 7 mos
Morgan StanleyBroker
January 2016 - October 2019 · 3 yrs 9 mos
Morgan Stanley
January 2016 - October 2019 · 3 yrs 9 mos
VALIC Financial Advisors, INC.
March 2015 - January 2016 · 10 mos
VALIC Financial Advisors, INC.Broker
December 2014 - January 2016 · 1 yr 1 mo
State Registrations1 state
OH
Advisor

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
No exam information available for this advisor.
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