Ashlee Jones is a registered investment advisor at Good Life Advisors, LLC, based in Beaumont, TX, with 2 years of industry experience. Ashlee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Annuities, Business Owners, Corporate Executives, and 9 more. Their firm serves 22,596 clients with $4.4B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 3.00% |
Maximum advisory fee is up to 3.0% and is negotiable depending on the program, account size, and complexity. Different third-party programs have separate fee caps ranging from 1.20% to 3.0%.
Fee Estimator
Location
Beaumont, TX
Get directionsHistory
Regulatory History (2)
Criminal
July 2018Criminal
April 2018Employment History
Current Registrations
Good Life Advisors, 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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