Michael Brodowicz
Michael Brodowicz is a registered investment advisor at Golden Reserve Retirement, LLC, based in Troy, MI, with 9 years of industry experience. Michael 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
901 Wilshire Drive, 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 ActivitiesSells Insurance
Michael is a licensed insurance agent with Golden Reserve, LLC, focusing on insurance and annuity sales, dedicating nearly full-time hours to this. He also volunteers as Board Chairman for the Walled Lake Foundation for Excellence and as a committee member for Community Financial Credit Union, spending minimal time on each.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.Broker
Ameriprise Financial Services, LLCBroker
Ameriprise Financial Services, LLC.
AXA Advisors, LLC
AXA Advisors, 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.