wiseradvisor

Dan Uribe
Good Wealth Management

Tel: 540-801-8000
544 S. Main St
Harrisonburg, VA 22801
Good Wealth Management | Financial Advisor in Harrisonburg ,VA

Fee-based. Objective. Independent


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 clients’ unique circumstances.

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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+
Work with the following types of clients:   Businesses, Individual Investors, Multi-generational families

Services

Investment Types:   Bonds, Mutual Funds, Stocks, Exchange Traded Funds (ETFs), Socially Responsible Investments (SRI)
Can meet clients in the following ways:   Video Conference, Phone, Our Office

Compensation and Fees

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

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.

What is your approach to financial planning?

Fee-based. We are obligated to act solely in the best interests of our clients.

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Disclosures

WiserAdvisor provides referrals to financial professionals. WiserAdvisor is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for WiserAdvisor to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures

https://www.wiseradvisor.com/disclosure/1881498/wiseradvisor-good-wealth-management-detailed-disclosure.html

    15+ Years of Experience

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