Advisor at Golden Reserve Retirement, LLC
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Firm
Golden Reserve Retirement, LLC
Location
Dublin, OH 43017
Credentials
Series 65
Industry experience
5 years
Matthew Schaefer is a financial advisor at Golden Reserve Retirement, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at The Superlative Group for seven years. In addition to his advisory role, Schaefer is a licensed insurance agent involved in commissionable insurance sales and retirement planning through an affiliated entity. Golden Reserve Retirement, LLC provides portfolio management and financial planning primarily to individual and high-net-worth clients, using a long-term, predominantly passive investment approach based on modern portfolio theory. The firm offers discretionary management, estate-planning, and tax-preparation services through affiliated entities, distinguishing itself with formal affiliations and a specific custodian requirement.
Based on Golden Reserve Retirement, LLC
Based on Golden Reserve Retirement, LLC
Minimum fee: Negotiated fixed rate between $5,500 and $15,000 per year Fee-only: Fixed portfolio management and financial planning fees negotiated between $5,500 and $15,000 annually
270 Bradenton Avenue
Dublin, OH 43017
Florida · Ohio · Pennsylvania · Texas
Golden Reserve Retirement, LLC
2020 - Present (6 years)
Golden Reserve
2020 - Present (6 years)
The Superlative Group
2013 - 2020 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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