JustinHall- Financial Advisor Fort Worth, TX

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About Justin Hall

Justin Hall came into the Investment Advisory business because of his deep passion for helping others. He earned a Bachelor's Degree in Business from Abilene Christian University, and an MBA from Oklahoma City University. 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. His passion is individual, holistic financial planning and retirement planning.

See Disclosures

General Information

Firm Start Year

2012

No. of Employees

CRD#

6599260

Firm CRD#

165613

Name of Custodial Firm

Charles Schwab & Co.

States Licensed in

Years of Experience in Financial Services

Number of Years with Current Firm

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

Investment Advisor Representative

Acknowledged fiduciary

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

Firm's Number of Planning Clients

Firm's Number of Managed Clients

Advisor's Number of Clients

Advisor's Number of Managed Clients

Advisor's Number of Planning Clients

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

Minimum Fee Charged for Hourly Planning Accounts

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

Paladin Advisors

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Paladin Research Report For:

Justin Hall

Good Life Asset Strategies, LLC