Jose Pangilinan is a registered investment advisor at Good Life Advisors, LLC, based in Pittsburgh, PA, with 19 years of industry experience. Jose 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
1035 Boyce Road, Suite 206, Pittsburgh, PA, 15241
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jose operates Grandview Wealth Management as a DBA for his LPL business and as a Registered Investment Advisor DBA, dedicating full-time hours to these activities. He also provides investment advisory services through Good Life Advisors, LLC, an independent investment advisor firm, spending nearly full-time hours on this activity.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
State Registrations5 states
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