Jerome Golden is a registered investment advisor at Golden Retirement Advisors, INC., based in New York, NY, with 17 years of industry experience. Jerome operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Retirement Planning, Tax Planning.
Compensation
Firm Size
IM Fee
Fee Structure
GRA offers ongoing plan management services, including monitoring and updating your plan, performance monitoring of model portfolios, and advice on managed withdrawals. The monthly fees are:
- Under $500,000 in savings applied to the plan: $50/month
- $500,000 to $1,000,000 in savings applied to the plan: $75/month
- Over $1,000,000 in savings applied to the plan: $100/month
These fees may be increased during the first two years by any hourly fees for retirement income consulting that have been deferred.
GRA provides one hour of free consultation to develop a customized Plan for Retirement Income. If the complexity of your situation requires more than one hour, GRA may charge hourly rates for its services. GRA also offers retirement income planning services on an hourly basis for updates to a plan and retirement planning advice, such as tax management strategies, Social Security claiming strategies, and legacy and long-term care planning.
Location
275 Madison Ave, Floor 6, New York, NY, 10016
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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 Activities
Jerome is the president of Golden Retirement, LLC, a holding company, since 2009. He is also the president of 2Income Annuity Group, Co, a general agency, since 2015.
Employment History
Current Registrations
Golden Retirement Advisors, INC.
Previous Registrations
Golden Retirement Advisors, INC.
Grr Advisors, INC.
State Registrations3 states
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