Jaqueline Schadeck
Jaqueline Schadeck is a CFP-designated registered investment advisor at Golden Wealth Strategies, based in Bethesda, MD, with 7 years of industry experience. Jaqueline operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Golden Wealth Strategies recommends third-party investment management platforms. The total advisory fee ranges up to 2% per year, which includes both Golden Wealth Strategies' fee and the platform's fee. Golden Wealth Strategies' portion generally ranges from 0.15% to 0.50% of the platform's management fees. There are no additional fees for recommending these platforms.
Location
7200 Wisconsin Ave, #500, Bethesda, MD, 20814
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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
Jacqueline is an independent insurance agent in Atlanta and Bethesda, selling life insurance and fixed annuities, dedicating nearly full-time hours to these activities. She is also an author in Atlanta, though this takes minimal time.
Employment History
Current Registrations
Golden Wealth Strategies
Previous Registrations
Golden Wealth Strategies
Ae Wealth Management, LLC
Impact Partnership Wealth, LLC
Financial Integrity Advisors, LLC
Capitalwize, LLC
Sherrill & Hutchins Financial Advisory INC
Tailored Wealth Management
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.