Advisor at Good Life Wealth Management 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 Wealth Management LLC
Location
Hot Springs, AR
Credentials
CFP®, CFA®, Series 66
Industry experience
17 years
$0 - $249,999: Fixed quarterly fee of $2,500 $250,000+: 1.00% annually (asset-based fee)
Account minimum: $0 (no minimum to become a client) Minimum fee: $2,500 quarterly fixed fee for clients just getting started Fee-only: Fixed quarterly fee or asset-based fee; no commissions or performance fees charged
Good Life Wealth Management LLC
2014 - Present (12 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.
Series 66
Malvern, AR
Edward Jones
Series 66
Hot Springs, AR
Edward Jones
CFP®, Series 66
Hot Springs Village, AR
Edward Jones
Series 66
Malvern, AR
Edward Jones
Series 66
Malvern, AR
Edward Jones
Series 66
Hot Springs, AR
Merrill
Mitchell Lowe is a Financial Solutions Advisor (FSA) at Merrill Lynch Wealth Management. In his role, he works directly with clients to define their financial goals and develop portfolio strategies tailored to meet those objectives. Mitchell provides ongoing advice and adjusts clients' portfolios to align with evolving personal and financial circumstances. His expertise lies in helping individuals navigate the complexities of managing multiple financial priorities, including saving for college, purchasing a home, caring for elderly parents, and planning for healthcare needs. As a Personal Investment Advisor (PIA), Mitchell brings a client-focused approach that emphasizes connecting all aspects of a client’s financial life to prioritize and pursue the goals most important to them. Mitchell holds a Bachelor's Degree from Southern Arkansas University.
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