Leonard Hall is a registered investment advisor at Good Life Private Wealth, LLC, based in Fort Worth, TX, with 13 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 89 clients with $44M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $6.0M | 1.50% |
| $6.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
Rates shown are for active accounts. Passive accounts have lower rates ranging from 0.20% to 1.00%. Fees may be negotiated under unusual circumstances. Minimum annual fee of $1,500 applies.
Fee Estimator
Location
1401 Jones Street, Suite 210, Fort Worth, TX, 76102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Leonard is a board member of the Southwest Car Wash Association since 2018. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Good Life Private Wealth, LLC
State Registrations1 state
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.
Exams
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