Good Life Advisors provides investment advisory services tailored to each client's needs. They discuss investment objectives and risk tolerance before implementing an investment management program. Good Life Advisors also offers financial planning services, either as part of asset management or separately, covering retirement, education, insurance, estate, cash flow, and tax planning. They work with other professionals like tax advisors and attorneys to provide compatible advice.
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.