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Good Life Advisors, LLC

Updated today

Total assets under management

$3,486,583,189

Total clients

15,469

5% high-net worth

Total advisors

100

of 140 employees

Firm size

Enterprise

51-2,000 advisors or $10B+ in AUM

Average clients per advisor

155

Average account size

$225,392

Client services

Financial planning Portfolio management Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Fee options

Fixed

Financial planning available separately for a separate fee; specific flat fee amounts not stated.

Percentage

$0+: Negotiable up to 3.0% annually (non-wrap and wrap fee advisory programs) $0+: Manager Access Select Program: Up to 3.0% annually $0+: Optimum Market Portfolios (OMP): Up to 2.5% annually $0+: Model Wealth Portfolios (MWP): Up to 2.83% annually $0+: Small Market Solution (SMS): Up to 1.20% annually $0+: Guided Wealth Portfolios (GWP): Up to 1.35% annually

Commissions

Investment advisor representatives also act as registered representatives of LPL Financial and insurance agents to sell commission-based products.

Project-based

Hourly charges mentioned in SEC Form ADV Part 1 but specific rates not stated in brochure.

Other

Account minimum: $5,000 minimum for Guided Wealth Portfolios (GWP) Managed Service; $10,000 minimum for Optimum Market Portfolios (OMP) and Model Wealth Portfolios (MWP); $50,000 minimum for Manager Access Select Program (MAS); minimums may vary or be lower in certain cases Fee-only: Financial planning available for a separate fee; Planning Subscription Service offered for a fixed monthly or quarterly fee; specific amounts not stated.

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Main office location

Good Life Advisors, LLC

2395 Lancaster Pike

Reading PA 19607, United States

Number of offices

53

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