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+ |
| 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) |
| Can meet clients in the following ways: | Our Office, Via Phone, Video Conference |
Compensation and Fees |
| Fee Structure: | Fee-Based |
| Minimum Portfolio Size for New Managed Accounts: | $500,000 |
| Compensation Methods: | Based on Assets, Flat Fee |
Faqs |
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What services do you provide? What are your specialties? Financial Planning and Investment Management |
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What financial institution(s) do you represent? We're independent. |
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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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