A complete list of active advisors currently associated with Golden Reed Wealth Management, LLC
Warmer can help you find a great advisor at Golden Reed Wealth Management, LLC or one who fits your needs even better.
The firm provides discretionary and non‑discretionary asset management, retirement-plan (ERISA) consulting, and financial planning and consultation services. Retirement-plan services explicitly include limited‑scope 3(21) fiduciary advice, development of investment policy statements, monitoring of investment options, and participant education for plans such as 401(k), 403(b), pension, profit‑sharing and cash balance plans. Its investment approach is tailored to client goals and risk tolerances and uses fundamental analysis, long‑term purchases and, when appropriate, options and derivative strategies; accounts are reviewed at least quarterly and more frequently as market or client circumstances dictate. Compensation arrangements include a tiered percentage‑of‑AUM advisory fee for portfolio management and, notably, fixed and hourly fees for financial planning and consultation, with hourly billing used for limited consultations — a billing approach that is less common among peers in this category. What is distinctive about the firm is its explicit ERISA/pension consulting capability as a 3(21) advisor, including assistance with qualified default investment alternatives and formal plan reporting, while excluding specified employer or illiquid assets from plan fee calculations — a service set that is uncommon among similar investment managers. Operationally, the firm requires use of a specified custodian platform (Altruist) and does not vote client proxies, leaving proxy voting to clients, which are practical differences that prospective institutional or plan sponsors may want to note.
To learn more about the advisors currently working at Golden Reed Wealth Management, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Ocala, FL
| 0
| |
Ocala, FL
| 1
|
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