John Passey is a registered investment advisor at Good Life Advisors, LLC, based in Holly Springs, NC, with 18 years of industry experience. John 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
340 Raleigh Street, Holly Springs, NC, 27540
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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John works as a notary, co-owns ACHL Holdings LLC (real estate rental) and Passey Financial L.L.C., and provides investment advisory services through Good Life Advisors, LLC. He also dedicates full-time hours to Pillar Financial Services, a DBA for his LPL business, and Good Life Advisors, LLC.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Edward Jones
Edward JonesBroker
Edward JonesBroker
State Registrations21 states
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