Goldstein Advisors, LLC

Goldstein Advisors, LLC is a registered investment adviser based in Madison, WI, established as a limited liability company under Delaware law. The firm is principally owned by Bluespring Wealth Partners, LLC, an indirect subsidiary of Kingfisher Holding, L.P. Goldstein Advisors offers discretionary portfolio management services tailored to clients' needs, requiring discretionary authority to manage accounts. The firm may invest assets in model portfolios developed in-house and may use sub-advisers to manage portions of client accounts. Financial planning services are also offered, involving analysis of financial circumstances and objectives to develop a written plan. Pension consulting services are available for employee benefit plans, providing advice on fund selection, investment options, and educational services. Goldstein Advisors primarily advises on stocks, bonds, municipal securities, ETFs, and mutual funds. The firm charges an annual fee based on a percentage of assets under management, with a blended fee schedule. Clients have the option to terminate agreements upon written notice and may receive prorated refunds for prepaid fees. Goldstein Advisors does not accept performance-based fees, participate in side-by-side management, or vote proxies on behalf of clients. The firm does not have any disciplinary information to report.