Charles Elhoff
Charles Elhoff is a CFP, ChFC-designated registered investment advisor at Good Life Advisors, LLC, based in Reading, PA, with 51 years of industry experience. Charles 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
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2016Customer Dispute
May 1990Other Business ActivitiesSells Insurance
Charles sells non-variable insurance products including life, fixed annuity, disability income, and long-term care insurance, dedicating about 20% of his time to this. He is also a licensed life and health insurance agent and counselor, and provides investment advisory services through Good Life Advisors, LLC.
Employment History
Current Registrations
Good Life Advisors, LLC
LPL Financial LLCBroker
Previous Registrations
Level Four Advisory Services
Vsr Financial Services, INC.Broker
Vsr Advisory Services
H. Beck, INC.
H. Beck, INC.Broker
MML Investors Services, INC.Broker
H. Beck, INC.Broker
Lowry Financial Services CorporationBroker
Cigna Securities, INC.Broker
State Registrations17 states
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.