MG
MG

Michael Good

12 Years of Experience
Camp Hill, PA
Sells Insurance

Michael Good is a registered investment advisor at Turning Point Financial, based in Camp Hill, PA, with 12 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Divorce Planning, Education Planning, Estate Planning, and 6 more. Their firm serves 794 clients with $340M in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
794 clients
Average Client Portfolio
$427K average
Assets Under Management
$339.4M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.60%
$500K - $1.0M1.25%
$1.0M - $3.0M1.00%
$3.0M - $5.0M0.85%
$5.0M - $10.0M0.75%
$10M+0.65%

Fees are guidelines and may be negotiable. Additional asset management model fees ranging from 0.15% to 0.60% may apply depending on the chosen strategy.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...

Location

704 Lisburn Road, Suite 101, Camp Hill, PA, 17011

Get directions

History

Regulatory History
Clean regulatory record

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 ActivitiesSells Insurance

Michael works in portfolio operations and technology administration for Wealth Development Council, LLC, focusing on investment management, insurance planning, and financial planning, dedicating about two-thirds of his time. He also does independent software contracting for a non-profit organization.

Employment History
Current Registrations
Turning Point Financial
July 2023 - Present · 3 yrs 3 mos
Previous Registrations
Wdc Advisors, LLC
October 2020 - March 2024 · 3 yrs 5 mos
Harvest Investment Services, LLC
February 2016 - December 2021 · 5 yrs 10 mos
Investment Advisors
January 2015 - December 2016 · 1 yr 11 mos
Proequities, INC.Broker
July 2014 - December 2017 · 3 yrs 5 mos
State Registrations1 state
PA
Advisor

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
No exam information available for this advisor.
More Advisors