Golden Wealth Management (GWM) provides investment management and financial planning services. GWM creates model portfolios but also offers customized solutions based on a client's goals, risk tolerance, and time horizon. Financial planning covers investments, insurance, taxes, retirement, college, and debt. GWM seeks to act in your best interest and allocate investment opportunities fairly.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual portfolio management fee varies up to 1.5% depending upon the market value of your assets under our management, the type and complexity of the asset management services provided, as well as the level of administration requested either directly or assumed by the client. The advisory fee is negotiable, depending on individual client circumstances.