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.
|Firm Start Year:||1993|
|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|
|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|