Matthew Schaefer is a registered investment advisor at Golden Reserve Retirement, LLC, based in Independence, OH, with 5 years of industry experience. Matthew 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
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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
6133 Rockside Road, Suite 303, Independence, OH, 44107
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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
Matthew is a retirement planner at Golden Reserve, LLC, which is affiliated with Golden Reserve Retirement, LLC. He spends full-time hours in commissionable insurance sales, including 6.5 hours during trading hours, recommending and selling insurance products.
Employment History
Current Registrations
Golden Reserve Retirement, LLC
State Registrations4 states
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