Karen Spence is a registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 17 years of industry experience. Karen 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
2395 Lancaster Pike, Reading, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Karen operates under the DBAs Virtus Wealth Management and Good Life Advisors, providing investment advisory services. She also has a business entity, Team Spence, Inc., for tax/investment purposes only, requiring minimal time.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Vsr Advisory Services
Vsr Financial Services, INC.Broker
State Registrations1 state
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