LPL Financial›
FAQs
What makes GWM Different?
Our flexibility. Great, we do too. Absolutely, we work with all of these companies. Flexibility such as ourfirm offers is rare, and is one of the many considerations clients weigh, when choosing to work withGood Wealth Management.
What can I expect at my consultation?
A lot of questions. While you may have a lot of questions for us, we will also need to ask you several questions to make sure that we are a good fit for you as your financial advisor. We spend time during the first meeting homing in on your goals and objectives to see if we are the best fit for your needs. While our style would be described as active managers, we do not day typically trade individual stocks on a daily basis.
Why does your site refer to LPL Financial?
They are one of several investment companies that we have chosen to custody your assets with. You have likely also heard of the other companies, Fidelity, Charles Schwab, and TD Ameritrade. If you would prefer that we custody your funds with a specific provider, just let us know and we can try to accommodate. We believe this flexibility and financial independence differentiates us from other firms.
Who is your typical client?
While every client is unique, our clients are generally persons who want a professional opinion regarding their current financial strategy and have investable assets of $400-500k. The dollar figure amount at which people feel they need the help of a professional is subjective and varies per client. We have clients with fewer and larger amounts of investable assets.
We do have more answers on the FAQ page on our website.
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