Leonard Hall is a registered investment advisor at Good Life Asset Strategies, based in Fort Worth, TX, with 13 years of industry experience. Leonard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 64 clients with $32M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Fee Estimator
Location
1401 Jones Street, Suite 210, Fort Worth, TX, 76102
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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.
Learn about disclosures →Other Business Activities
Leonard is a board member of the Southwest Car Wash Association since 2018. This non-investment related activity requires minimal time.
Employment History
Current Registrations
Good Life Asset Strategies
State Registrations1 state
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