Lisa Strohm is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Apollo Beach, FL, with 20 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. 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
235 Apollo Beach Blvd, Suite 105, Apollo Beach, FL, 33572
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Lisa spends her time at Strohm Wealth Advisors, LLC and Good Life Advisors, LLC as a registered investment advisor. She is also a sole member of Athena Network, networking and advising women on financial concerns.
Employment History
Current Registrations
Good Life Advisors, LLC
Previous Registrations
Good Life Advisors, LLC
Joycepayne Partners, P.C.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
State Registrations1 state
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
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