Good Life Advisors, LLC is a large advisory firm based in Reading. It manages $1.09 billion of regulatory assets for 9,785 client accounts. It has been registered with the SEC as an adviser since 2014 and has operated in the jurisdictions of Alabama, Arizona, California, and 36 other states.
Good Life Advisors provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, publication of newsletters, and educational seminars and workshops. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Good Life Advisors, LLC is $1.09 billion. The firm's AUM has grown by 992% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Good Life Advisors, LLC for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Good Life Advisors is individuals with 6,544 clients and $695.71 million of assets under management. Among the 6 most similar advisory firms, Good Life Advisors has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $1.09 billion for 7,010 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Good Life Advisors doesn't advise any private funds.
The company employs 103 people that are either part- or full-time employees. 71 percent of the employees work as investment advisers or researchers. 71 employees are registered as investment adviser representatives with the state securities authorities.
There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Good Life Advisors, LLC performs its advisory services is located at 2395 Lancaster Pike, Reading, PA 19607, which is also the mailing address of the firm. An additional office of the firm is in Clermont, FL. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 610-898-6927 or by fax 610-813-2863. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday.