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GoldenHills broker Accounts

Golden Hills Financial Group Account Type

Golden Hills Financial Group, LLC offers various types of accounts tailored to meet the needs of different investors. The primary account types include:

  • Individual Accounts: Designed for individual investors, these accounts allow clients to manage their investments in stocks, bonds, mutual funds, and ETFs. The average individual client account size is approximately $216,843.

  • High Net Worth Individual (HNWI) Accounts: These accounts cater to high net worth individuals, providing specialized services and investment strategies. The average account size for HNWI clients is around $902,002.

  • Business Accounts: For business owners, Golden Hills provides investment management and business valuation services, focusing on low-cost, tax-efficient strategies to enhance overall wealth.

  • Fee-Only Advisory Services: Golden Hills operates as a fee-only registered investment advisory firm, meaning clients are charged based on assets under management or hourly fees, without commission-based conflicts of interest.

  • Golden Hills Financial Group Broker Account Opening Process

    Opening an account with Golden Hills Financial Group involves a straightforward process:

    • Select Your Account Type: Determine whether you need an individual account, HNWI account, or a business account based on your financial goals.

    • Provide Personal Information: Complete the application by providing necessary personal information, including your name, address, social security number, and financial details.

    • Funding Your Account: After your application is approved, you will need to fund your account. This can typically be done through electronic transfer from a linked bank account or by mailing a check.

    • Investment Strategy Discussion: Once your account is funded, you can discuss your investment strategy with your advisor to tailor your portfolio according to your risk tolerance and investment objectives.

    • Start Investing: After finalizing your investment strategy, you can begin making trades and managing your investments through the Golden Hills platform.

    • For more information, visit Golden Hills Financial Group.

GoldenHills accounts can be viewed for products that can be traded accounts with a minimum deposit of by (2+) .
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