Justin Hall
Good Life Asset Strategies, LLC
1401 Jones Street
Suite 210
Fort Worth, TX 76102
8178648560
About Good Life Asset Strategies, LLC
Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.
See Disclosures
General Information
Firm Start Year
2012
No. of Employees
2-4
CRD#
6599260
Firm CRD#
165613
Name of Custodial Firm
Charles Schwab & Co.
States Licensed in
TX
Years of Experience in Financial Services
8
Number of Years with Current Firm
8
Work Experience
Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains.
Work with the following types of clients
Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
English
Advisory Services Provided
Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management
Compliance
Registered Investment Advisor
Yes
Investment Advisor Representative
Yes
Acknowledged fiduciary
Yes
Compliance Disclosures in Last 5 years
I have a clean record
Criminal Disclosures in Last 5 years
I have a clean record
Qualifications & Membership
Certifications, Accreditations & Designations
CFP®
Securities Licenses
Series 65
Firm Information
Firm's Number of Clients
40
Firm's Number of Planning Clients
20
Firm's Number of Managed Clients
40
Advisor's Number of Clients
40
Advisor's Number of Managed Clients
40
Advisor's Number of Planning Clients
40
Compensation and Fees
Fee Structure
Fee-Only
Minimum Portfolio Size for New Managed Accounts
$200,000
Compensation Methods
Flat Fee, Based on Assets, Hourly
Fee % Based on Assets
0.75%
Hourly Rate
$185
Additional Details on Charges
My annual fee structure is laddered as follows: $0-1 million - 0.75% $1-3 million - 0.60% $3-6 million - 0.30% $6-10 million - 0.25% $10+ million - 0.20%
Minimum Fee Charged for Managed Accounts
$0
Minimum Fee Charged for Hourly Planning Accounts
$0
Education
Bachelors in Business Administration -
Abilene Christian University
08/01/2007 -06/01/2011
Masters in Business Administration - Finance
Oklahoma City University
08/01/2012 -06/01/2014
Disclosures
RothIRA.org provides referrals to financial professionals. RothIRA.org is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for RothIRA.org to make these referrals, resulting in a conflict of interest.
Additional Detailed Disclosures
https://www.rothira.org/disclosure/1891503/rothira-Good-Life-Asset-Strategies,-LLC-detailed-disclosure.html