Good Life Asset Strategies manages investment portfolios for clients, making investment decisions without needing prior approval for each transaction. Good Life uses an active investment strategy to reduce risk and increase performance, using various securities and potentially cash positions. While Good Life doesn't offer financial planning, they may provide consulting on non-investment matters and recommend other professionals. Good Life tailors its services to each client's needs.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $6.0M | 1.50% |
| $6.0M - $10.0M | 1.25% |
| $10M+ | 1.00% |
The fee schedule shown is for active accounts. Passive accounts have a lower fee schedule: Up to $1,000,000: 1.00%; $1,000,001 to $3,000,000: 0.60%; $3,000,000 to $6,000,000: 0.30%; $6,000,000 to $10,000,000: 0.25%; Over $10,000,000: 0.20%. Fees may be negotiable.
