Jeremy Evans
Jeremy Evans is a registered investment advisor at Good Life Advisors, LLC, based in Seven Fields, PA, with 19 years of industry experience. Jeremy 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
100 Northpointe Circle, Suite 301, Seven Fields, PA, 16046
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Regulatory History (1)
Customer Dispute
January 2012Other Business ActivitiesSells Insurance
Jeremy operates Seven Fields Wealth Management as a DBA for LPL business and provides investment advisory services through Good Life Advisors LLC, dedicating full-time hours to each. He also engages in insurance-related activities, including selling life insurance, long-term care coverage, fixed insurance, and fixed annuities, dedicating a few hours per week to these activities.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
PNC Investments
PNC InvestmentsBroker
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.