Golden Spread Wealth provides investment advice tailored to each client's needs, including long-term investment planning. They invest in securities they believe are suitable based on a client's objectives and risk tolerance. Golden Spread Wealth may also offer general financial planning services. They act as a legal fiduciary, meaning they are required to act in your best interest.
Assets Under Management$17M
Clients40
Advisors1
Avg. per Client$420K
Avg. per Advisor$17M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.65% |
Advisory fees are negotiable in certain circumstances based on account size and relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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