Good Life Advisors provides customized investment management, financial planning, and retirement plan consulting services to individuals, families, and businesses. Good Life Advisors offers several asset management programs, including wrap-fee and non-wrap accounts, as well as access to third-party managers and algorithmic portfolios. The firm emphasizes long-term relationships and personalized guidance, helping clients navigate retirement, tax strategies, estate planning, education funding, and other financial goals. Good Life Advisors operates through a network of independent financial professionals and utilizes custodians such as LPL Financial.
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%.