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Good Life Asset Strategies
Good Life Asset Strategies is a Fort Worth-based wealth management firm serving individuals and families. The firm structures its client engagements through...
Good Life Asset Strategies
Good Life Asset Strategies is a Fort Worth-based wealth management firm serving individuals and families. The firm structures its client engagements through financial planning and discretionary portfolio management, emphasizing goals-based strategies rather than transactional brokerage. Its Texas base places it in one of the fastest-growing wealth corridors in the United States. The advisory practice spans portfolio construction, retirement income planning, tax-aware asset location, and concentrated stock-position management. Client portfolios typically draw on a mix of individual equities, fixed income, exchange-traded funds, and mutual funds, calibrated to specific liquidity needs and distribution schedules. The firm's framing around "Good Life" signals a planning-led philosophy — managing assets in service of defined lifestyle outcomes — which differentiates it from benchmark-relative institutional managers in the same market. Good Life Asset Strategies serves as a fiduciary under SEC registration, which requires it to place client interests ahead of its own and to disclose material conflicts. The firm's Form ADV filings, as submitted to regulators, outline its fee schedules, advisory services, and disciplinary history. The firm's North Texas base provides direct proximity to the region's entrepreneurial wealth generation, particularly in energy, real estate, and logistics. Unlike multi-family offices that aggregate capital into in-house co-investment vehicles or club deals, Good Life's architecture appears built on a more traditional registered investment advisor model: individual client relationships, separately managed accounts, and a centralized investment committee. That structure trades the scale of pooled alternatives for fewer conflicts and higher client-level customization — a legitimate trade-off in a market crowded with aggregators.
General information
Firm type
Bank / Wealth / Trust
Year founded
2012
AUM
Undisclosed
Location
Region
North America
Country
United States
City
Fort Worth
Corporate office
Fort Worth, TX, United States
Sector focus
Frequently asked questions
What is the investment philosophy of Good Life Asset Strategies?
The firm's public positioning emphasizes goals-based financial planning rather than pure performance-chasing. Its website messaging centers on helping clients define a personal 'Good Life' and structuring portfolios to sustain it through retirement, major expense events, and multi-decade distribution phases. This suggests a total-wealth orientation — integrating tax planning, liquidity management, and risk budgeting — rather than a narrow focus on benchmark-relative returns.
Is Good Life Asset Strategies a fiduciary?
As a registered investment advisor regulated by the SEC, Good Life Asset Strategies is subject to the fiduciary standard under the Investment Advisers Act of 1940. This legally requires the firm to act in clients' best interests, disclose material conflicts, and seek best execution on trades. This stands in contrast to broker-dealers, who are held to a less stringent suitability standard.
Does Good Life Asset Strategies offer alternative investments?
Publicly available records do not indicate dedicated alternative-investment vehicles — such as private equity funds, direct venture co-investments, or real estate operating companies — as part of the firm's core offering. The firm's Form ADV filings would provide the definitive answer, but the available public profile suggests a concentration in publicly traded securities and fixed-income instruments, which aligns with a planning-centric RIA rather than an institutional alternatives platform.
Who runs Good Life Asset Strategies?
Specific named principals are not confirmed in the available public records for this profile page. The executive leadership, along with their professional backgrounds and ownership stakes, would be identifiable through the firm's Form ADV Part 2B filings. Interested allocators and due-diligence teams should consult the SEC's Investment Adviser Public Disclosure site for the latest leadership roster.
How does Good Life Asset Strategies charge for its services?
Like most registered investment advisors, Good Life Asset Strategies likely charges fees based on a percentage of assets under management, though exact fee schedules have not been publicly confirmed for this profile. The firm may also offer fixed-fee financial plans or hourly consultation arrangements. The precise fee structure and any custody arrangements are documented in its Form ADV Part 2A, available through the SEC's public IAPD database.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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