Golden Wealth Strategies provides financial planning and consultations, recommends third-party investment management platforms, and offers financial education webinars. Golden Wealth Strategies does not manage client assets directly, but recommends investment management platforms that offer specific strategies. The firm's services are tailored to each client's individual needs.
Fee Structure
Golden Wealth Strategies recommends third-party investment management platforms. The total advisory fee ranges up to 2% per year, which includes both Golden Wealth Strategies' fee and the platform's fee. Golden Wealth Strategies' portion generally ranges from 0.15% to 0.50% of the platform's management fees. There are no additional fees for recommending these platforms.