Robert Price
Robert Price is a registered investment advisor at Good Life Advisors, LLC, based in Columbia, SC, with 10 years of industry experience. Robert 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
2000 Center Point Road, Suite 2220, Columbia, SC, 29210
Get directionsHistory
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 ActivitiesSells Insurance
Robert operates Cornerstone Financial Management as a DBA for his LPL business and as a Registered Investment Advisor DBA, dedicating full-time hours to these activities. He also works with Good Life Insurance and Good Life Advisors, LLC, selling various insurance products and providing administrative support, respectively, also dedicating full-time hours to these activities. Additionally, Robert is an agent for non-variable insurance through The Cason Group, spending minimal time on this.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
State Registrations1 state
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