Joshua Chase is a registered investment advisor at Good Life Advisors, LLC, based in Mount Dora, FL, with 12 years of industry experience. Joshua 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
Mount Dora, FL
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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.
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Joshua operates his LPL business through Goodlife Advisors, LLC. He also participates in Neilsen Rating Household surveys, which takes minimal time and is not investment related.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
B. Riley Wealth Advisors, INC.
B. Riley Wealth ManagementBroker
B Riley Wealth Management
Kingsview Wealth Management, LLC
State Registrations1 state
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