DT
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Daniel Thornton

5 Years of Experience
Apopka, FL
Broker

Daniel Thornton is a registered investment advisor at Good Life Advisors, LLC, based in Apopka, FL, with 5 years of industry experience. Daniel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
95 advisors
Number of Clients
15,732 clients
Average Client Portfolio
$222K average
Assets Under Management
$3.5B

Fee Structure

Minimum Investment:$5K
Planning is included in investment management (also available separately)

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.

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Location

Apopka, FL

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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.

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Other Business Activities

Daniel operates under the DBAs Good Life Financial Advisors of Orlando for both his LPL and RIA businesses. He also works as a Registered Investment Advisor with Good Life Advisors, LLC, dedicating all of his time to charging wrap fees and providing financial planning and advisory services.

Employment History
Current Registrations
Good Life Advisors, LLC
November 2021 - Present · 4 yrs 6 mos
LPL Financial LLCBroker
May 2020 - Present · 6 yrs
Previous Registrations
LPL Financial LLC
June 2020 - December 2021 · 1 yr 6 mos
State Registrations5 states
FLGAMIPAWI
AdvisorBrokerBoth

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.