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: | Individual Investors, Multi-generational families, Businesses |
Services |
Investment Types: | Bonds, Exchange Traded Funds (ETFs), Mutual Funds, Stocks, Socially Responsible Investments (SRI) |
I can meet clients in the following ways: | Via Phone, Video Conference, At my office |
Compensation and Fees |
Fee Structure: | Fee-Based |
Minimum Portfolio Size for New Managed Accounts: | $500,000 |
Compensation Methods: | Flat Fee, Based on Assets |