Edward Sep
Edward Sep is a registered investment advisor at Good Life Advisors, LLC, based in Denver, PA, with 29 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 22,596 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum advisory fee is up to 3.0% and is negotiable depending on the program, account size, and complexity. Different third-party programs have separate fee caps ranging from 1.20% to 3.0%.
Fee Estimator
Location
6 Jason Avenue, Denver, PA, 17517
Get directionsHistory
Regulatory History (3)
Customer Dispute
May 2025Customer Dispute
April 2002Customer Dispute
August 2001Other Business ActivitiesSells Insurance
Edward operates Black Diamond Financial Group as a DBA for his LPL business. He also provides investment advisory services through Good Life Advisors LLC, dedicating full-time hours to this activity, and sells fixed insurance as an agent for Good Life IA, spending a few hours per week.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Private Advisor Group, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Morgan Stanley Dw INC.Broker
State Registrations5 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.
Exams
More Advisors
- Lee Shaffer, ChFCOsaic Wealth, INC.