FREQUENTLY ASKED QUESTIONS
What is Golden Door Asset Management?
Golden Door Asset Management is an independent, fee-only Registered Investment Advisor based in New Jersey. We provide equity portfolio management and financial planning services to individuals. As a fee-only firm, Golden Door Asset Management does not accept any referral fees or compensation that is contingent upon on the purchase or sale of a financial product.
What kinds of accounts can you manage?
Account types: Individual / Joint / Traditional, Rollover, Roth, & SEP IRA/Inherited IRA/Trust/LLC.
Is there a minimum investment amount to get started?
The minimum investment is $50,000.
What are your investment management fees?
Golden Door Asset Management is a fee based investment advisor. We charge an asset management fee starting at 0.5% of the account value (net asset value) on an annual basis. Our portfolio management fees are charged quarterly in arrears. We also have the option of performance based fees for qualified clients.
Where is my account held?
You will have your own separate brokerage account, fully accessible at Interactive Brokers.
What is Interactive Brokers?
Interactive Brokers LLC is a registered Broker-Dealer, Futures Commission Merchant and Forex Dealer Member, regulated by the U.S. Securities and Exchange Commission (SEC), the Commodity Futures Trading Commission (CFTC) and the National Futures Association (NFA), and is a member of the Financial Industry Regulatory Authority (FINRA) and several other self-regulatory organizations. Interactive Brokers does not endorse or recommend any introducing brokers, third-party financial advisors or hedge funds, including Golden Door Asset Management LLC. Interactive Brokers provides execution and clearing services to customers. None of the information contained herein constitutes a recommendation, offer, or solicitation of an offer by Interactive Brokers to buy, sell or hold any security, financial product or instrument or to engage in any specific investment strategy. Interactive Brokers makes no representation, and assumes no liability to the accuracy or completeness of the information provided on this website.
For more information regarding Interactive Brokers, please visit www.interactivebrokers.com.
Who will be managing my money?
Client portfolios are managed by Vijar Kohli who is the Portfolio Manager of Golden Door Asset Management. He has a strong background in capital management and business valuations, with almost a decade of investing experience. Michael Ojo will be managing the account relationships and onboarding new clients.
What important documents do investors need to be aware of?
What if I have more questions?
Please feel free to contact us via email or call us.
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*The College of Fin. Planning 2011 Survey Trends