MF
MF

Michael Ferrara

7 Years of Experience
Reading, PA
Broker

Michael Ferrara is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 7 years of industry experience. Michael 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

2395 Lancaster Pike, Reading, PA, 19607

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael operates his LPL business under multiple DBAs: M Financial Planning Services, Inc, Good Life Financial Advisors, and Resolute Family Wealth Advisors. He is also an IAR with Good Life Advisors, LLC, dedicating about a quarter of his time to providing investment advisory services through them.

Employment History
Current Registrations
Good Life Advisors, LLC
March 2023 - Present · 3 yrs 2 mos
LPL Financial LLCBroker
January 2023 - Present · 3 yrs 4 mos
Previous Registrations
Tradition Securities and Derivatives LLCBroker
March 2022 - June 2022 · 3 mos
J.P. Turner & Company, L.L.C.Broker
April 2011 - May 2011 · 1 mo
Mf Global INC.Broker
October 2008 - January 2010 · 1 yr 3 mos
Morgan Stanley & CO. Incorporated
May 2008 - September 2008 · 4 mos
Morgan Stanley & CO. IncorporatedBroker
April 2008 - September 2008 · 5 mos
Gfi Securities LLCBroker
August 2006 - December 2007 · 1 yr 4 mos
Network 1 Financial Securities INC.Broker
June 2006 - September 2006 · 3 mos
Grayson Financial LLCBroker
January 2006 - June 2006 · 5 mos
State Registrations43 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.