Golden Reed Wealth Management offers personalized investment management and financial planning services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm provides both flexible trading authority options and non-discretionary portfolio management, tailoring strategies based on each client's individual goals, risk tolerance, and time horizon. In addition to managing investment portfolios, Golden Reed Wealth Management creates comprehensive financial plans covering retirement strategies, cash flow analysis, tax reduction, estate preservation, and risk management. The firm also offers specialized consulting for specific financial topics and retirement plan consulting for employers. Clients benefit from a team dedicated to aligning strategies with personal goals, backed by a commitment to acting in the client's best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.65% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Cash is treated as an asset class and included in fee calculations.