Golden K Plans And Wealth Management A Dba Of Golden K Wealth Mg
Golden K Plans & Wealth Management, LLC, established in March 2011, offers specialized investment management services to various clients, including 401(k) plans, individuals, trusts, estates, and corporations. The firm acts as a fiduciary under ERISA and the Internal Revenue Code, ensuring clients' best interests are prioritized. Investment services include Retirement Plans Services, where Golden K can serve as an ERISA 3(38) fiduciary, and Investment Management Services tailored to individual goals and risk tolerance. The firm's investment strategies involve fundamental and cyclical analysis, asset allocation, and risk assessment based on Modern Portfolio Theory and Behavioral Finance. Golden K manages assets totaling $159,492,750, with a minimum account size of $100,000. Fees are charged based on a percentage of assets under management, with quarterly payments and a 30-day termination notice. The firm does not participate in performance-based fees, ensuring transparency and client-focused services. Clients have investment discretion, allowing Golden K to make trading decisions on their behalf. The firm maintains a Code of Ethics, ensuring compliance and client protection. Golden K does not accept compensation for recommending securities in which they have a financial interest, promoting trust and integrity in their advisory services.
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