Kenneth Golden
Kenneth Golden is a CFA-designated registered investment advisor at Sierra Financial Management CO., based in Citrus Heights, CA, with 8 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $12M 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 $100K | 2.00% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.50% |
Fees may be negotiable depending on account particulars.
Fee Estimator
Location
Citrus Heights, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Sierra Financial Management CO.
State Registrations1 state
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