wiseradvisor

Dan Uribe
Good Wealth Management

Tel: (540) 801-8000
544 S. Main St
Harrisonburg, VA 22801

Fee-based. Objective. Independent

Good Wealth Management | Financial Advisor in Harrisonburg ,VA

About Good Wealth Management

With offices in Harrisonburg, VA and Fairfax, VA, Good Wealth Management is a truly independent wealth management firm servicing multigenerational-families and businesses in several states.

As an independent firm, we pride ourselves on providing unbiased and conflict-free investment advice based on a thorough understanding of our clientsÂ’ unique circumstances.


General Information

Firm Start Year:   1993
No.of Employees:   5-9
Name of Custodial Firm:   LPL Financial, Charles Schwab, Fidelity Institutional
Number of Years with Current Firm:   10+
I work with the following types of clients:   Multi-generational families, Businesses, Individual Investors


Services

Investment Types:   Stocks, Mutual Funds, Bonds, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
I can meet clients in the following ways:   At my office, Via phone, Video Conference


Compensation and Fees

Fee Structure:   Fee-Based (Fee and Commissions)
Minimum Portfolio Size for New Managed Accounts:   $500,000
Compensation Methods:   Based on Assets, Flat Fee



Faqs

  • What services do you provide? What are your specialties? Financial Planning and Investment Management
  • What financial institution(s) do you represent? We're independent.
  • How do you charge for your services? Fee-based. We are obligated to act solely in the best interests of our clients.
see more
Dan Uribe

Dan Uribe

My Team

Social Networks

tweeter facebook linkedin google plus