Lisa Strohm is a CFP-designated registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 20 years of industry experience. Lisa operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 15,732 clients with $3.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Good Life Advisors offers investment management services where fees are negotiated with a maximum of 3.0% of the portfolio's market value. Fees are billed quarterly in advance. Clients can terminate the agreement with 30 days' written notice and receive a pro-rated refund of unearned fees. Good Life Advisors also participates in third-party asset management programs where fees are set by the program sponsor.
Location
2395 Lancaster Pike, Reading, PA, 19607
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Lisa spends her time at Strohm Wealth Advisors, LLC and Good Life Advisors, LLC as a registered investment advisor. She is also a sole member of Athena Network, networking and advising women on financial concerns.
Employment History
Current Registrations
Good Life Advisors, LLC
Previous Registrations
Good Life Advisors, LLC
Joycepayne Partners, P.C.
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Banc of America Investment Services, INC.
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.