Bradley Shear is a registered investment advisor at Good Life Advisors, LLC, based in Monroeville, PA, with 7 years of industry experience. Bradley 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
2520 Mosside Blvd, Suite 4, Monroeville, PA, 15146
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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 ActivitiesSells Insurance
Bradley is involved in several business activities, including Shear Capital Group LLC, Good Life IA, Good Life Advisors LLC, and Shear Wealth Management Solutions, LLC. He also works with multiple insurance companies, dedicating varying amounts of time to these activities, ranging from minimal time to about half his time.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
State Registrations3 states
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