Good Life Wealth Management provides financial planning and investment management services. They work with clients to create a financial plan, manage investments, and prepare for the future. The firm begins with a planning foundation and transitions to asset-based fees as the plan matures. They do not provide legal or accounting services but will coordinate with your attorney or accountant.
Assets Under Management$17M
Clients39
Advisors1
Avg. per Client$430K
Avg. per Advisor$17M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | Included |
| $250K+ | 1.00% |
Clients just getting started pay a fixed quarterly fee of $2,500. Once investments reach $250,000, the fee transitions to 1% annually.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...