Robert Templeton
Robert Templeton is a registered investment advisor at Good Life Advisors, LLC, based in Columbia, SC, with 30 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
2000 Center Point Road, Suite 2220, Columbia, SC, 29210
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2011Regulatory
November 2003Customer Dispute
October 2002Other Business ActivitiesSells Insurance
Robert operates Cornerstone Financial Management as a DBA for his LPL business and Good Life Advisors, spending nearly full-time on these investment-related activities. He also dedicates a few hours per week to fixed insurance sales and is a pastor at Neeses Baptist Church.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations7 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.