TrueAdvisor
TrueAdvisor
AC
AC

Anna Christine

Golden Reserve Retirement, LLC
3 Years of Experience
Maumee, OH
Sells Insurance
View SEC Summary
View SEC Summary

Anna Christine is a registered investment advisor at Golden Reserve Retirement, LLC, based in Maumee, OH, with 3 years of industry experience. Anna 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
—
View Full SEC Brochure

Location

1925 Indian Wood Circle, Maumee, OH, 43537

Get directions

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.

Learn about disclosures →
Other Business ActivitiesSells Insurance

Anna is a licensed insurance agent through Golden Reserve, LLC, selling insurance and annuities, and spends full-time hours on this. She is also a partner and owner of AlerStallings, LLC, doing estate planning legal work and business management, which takes more than half of her time.

Employment History
Current Registrations
Golden Reserve Retirement, LLC
April 2023 - Present · 3 yrs 6 mos
State Registrations4 states
FLMIOHTX
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.
More Advisors
More financial advisors in Maumee, OH →All financial advisors in Ohio →