Good Life Private Wealth is a registered investment advisor based in Fort Worth, Texas, that provides discretionary portfolio management services. Good Life Private Wealth focuses on active investment strategies designed to reduce risk and seek capital appreciation using exchange-listed securities, exchange-traded funds, government securities, and options. While Good Life Private Wealth primarily manages investments, the firm can provide consulting on non-investment matters such as estate planning, tax planning, and insurance upon request, or recommend other professionals for those services. Good Life Private Wealth tailors its approach to each client's individual needs, objectives, and risk tolerance through questionnaires and discussions.
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% |
Rates shown are for active accounts. Passive accounts have lower rates ranging from 0.20% to 1.00%. Fees may be negotiated under unusual circumstances. Minimum annual fee of $1,500 applies.
