Gloria Rodriguez is a CFP-designated registered investment advisor at Golden Wealth Capital, LLC, based in Red Bank, NJ, with 9 years of industry experience. Gloria 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 57 clients with $13M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $3.0M | 0.75% |
| $3M+ | 0.70% |
Fees are negotiable. Altruist LLC will charge its own fee on top of GWC’s fee. The combined fee will not exceed 3%.
Fee Estimator
Location
331 Newman Springs Road, Suite 143, Red Bank, NJ, 07701
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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 →Employment History
Current Registrations
Golden Wealth Capital, LLC
Previous Registrations
Captrust
Fulfilled Finances LLC
Next Financial Group, INC.
Next Financial Group, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Principal Securities, INC.
Principal Securities, INC.
Principal Securities, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
LPL Financial LLC
LPL Financial 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.