Best Financial Life
Firm details
- Headquarters
- ,
- CRD number
- 221526
- Website
- bestfinlife.com
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI87.69%
- Individuals11.21%
- Charitable Organizations1.1%
- Services
- Financial PlanningPortfolio Management for IndividualsPortfolio Management for Institutional ClientsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Best Financial Life is an independent, individually owned LLC that provides advisory and planning services to both individuals/families and institutional clients. The firm offers financial planning, discretionary portfolio management for individuals, small businesses and institutions, and runs educational seminars and workshops. Compensation methods include assets-under-management fees, hourly charges and fixed fees. Best Financial Life is state-registered in California and Florida and does not identify ESG investing as an active focus.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities99%
- Cash & Cash Equivalents1%
Contacts
1 of 1
Joseph Morgan
PrincipalCRD 4816078
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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