Advisor at Good Life Advisors, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Good Life Advisors, LLC
Location
Seven Fields, PA 16046
Credentials
Series 63, Series 65
Industry experience
26 years
Jeffrey Bendis is a financial advisor with Good Life Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He has been with Good Life Advisors since 2014 and also maintains an affiliation with LPL Financial. Good Life Advisors provides investment advisory, financial planning, and retirement plan consulting services to individuals, families, businesses, trusts, estates, and charitable organizations. The firm uses a team-based approach with independent research and multiple methods of analysis to tailor advice and manage portfolios aligned with clients’ objectives and risk tolerances.
Based on Good Life Advisors, LLC
Fixed fees for financial planning generally range from $350 to $10,000
$0+: Negotiable up to 3.0% (annual advisory fee, billed quarterly in advance) $10,000+: Optimum Market Portfolios Program (OMP) - up to 2.5% $50,000+: Manager Access Select Program (MAS) - negotiable up to 3.0% $5,000+: Guided Wealth Portfolios (GWP) - up to 1.35% $10,000+: Model Wealth Portfolios Program (MWP) - up to 2.83% No minimum+: Small Market Solution (SMS) Program - up to 1.20% (includes minimum program fee $250)
Certain IARs are registered representatives of LPL Financial and may receive commissions on securities transactions; insurance agents may receive commissions on insurance products
Hourly financial planning and consulting fees from $100 to $400 per hour
Planning subscription service fees range from $50 to $500 per month or $150 to $1,500 per quarter
Account minimum: $5,000 Fee-only: Financial planning and consulting fees range from $350 to $10,000 fixed fee; hourly rates from $100 to $400; Planning subscription fees $50-$500 monthly or $150-$1,500 quarterly
100 Northpointe Circe
Seven Fields, PA 16046
Pennsylvania
Good Life Advisors, LLC
2014 - Present (12 years)
LPL Financial
2013 - Present (13 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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