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Paladin Research Report For:

Justin Hall

Good Life Asset Strategies, LLC

CFP®
1401 Jones Street
Suite 210
Fort Worth, TX 76102
817-864-8560

About Justin Hall

Good Life Asset Strategies advisors are fee-only financial planners who have a duty to place your interests above all others. Our firm offers the personal attention and expertise you need to truly live the good life. We provide financial planning, investing, and retirement strategies you can trust.

See Disclosures

General Information

Firm Start Year
  • 2012
No. of Employees
  • 2-4
CRD#
  • 6599260
Firm CRD#
  • 165613
Name of Custodial Firm
  • Charles Schwab & Co.
States Licensed in
  • TX
Years of Experience in Financial Services
  • 8
Number of Years with Current Firm
  • 8
Work Experience
  • Before joining Good Life, Justin was Vice-President of Operations for one of the family businesses, overseeing 50 employees on a daily basis. Justin is active in the Ft. Worth community, serving on the Finance Committee and heading up the Investment Committee for the Girl Scouts of Texas and Oklahoma Plains.
Work with the following types of clients
  • Businesses, Individual Investors, Non-Profit Organizations
Foreign Languages Serviced
  • English
Advisory Services Provided
  • Financial Planning for Individuals, Financial Planning for Businesses, Tax Advice and Services, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities, Financial Planning, Risk Management, Money Management, Wealth Management, 401K Rollovers, Retirement Planning, Portfolio Management

Compliance

Registered Investment Advisor
  • Yes
Investment Advisor Representative
  • Yes
Acknowledged fiduciary
  • Yes
Compliance Disclosures in Last 5 years
  • I have a clean record
Criminal Disclosures in Last 5 years
  • I have a clean record

Qualifications & Membership

Certifications, Accreditations & Designations
  • CFP®
Securities Licenses
  • Series 65

Firm Information

Firm's Number of Clients
  • 40
Firm's Number of Planning Clients
  • 20
Firm's Number of Managed Clients
  • 40
Advisor's Number of Clients
  • 40
Advisor's Number of Managed Clients
  • 40
Advisor's Number of Planning Clients
  • 40

Compensation and Fees

Fee Structure
  • Fee-Only
Minimum Portfolio Size for New Managed Accounts
  • $200,000
Compensation Methods
  • Flat Fee, Based on Assets, Hourly
Fee % Based on Assets
  • 0.90%
Hourly Rate
  • $185
Additional Details on Charges
  • My annual fee structure is laddered as follows: $0-1 million - 0.90% $1-3 million - 0.60% $3-6 million - 0.30% $6-10 million - 0.25% $10+ million - 0.20%
Minimum Fee Charged for Managed Accounts
  • $0
Minimum Fee Charged for Hourly Planning Accounts
  • $0

Education

Bachelors in Business Administration -

Abilene Christian University
08/01/2007 -06/01/2011

Masters in Business Administration - Finance

Oklahoma City University
08/01/2012 -06/01/2014

Disclosures

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

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1891503/paladinregistry-Good-Life-Asset-Strategies,-LLC-detailed-disclosure.html