Compliance & Disclosures
Important information about our firm, services, and your rights as a client
Form CRS
Client Relationship Summary — A brief overview of our services, fees, and your rights.
View Summary Download DOCXPrivacy Policy
How we collect, use, and protect your nonpublic personal information.
View Policy Download DOCXADV Part 2A
Form ADV Part 2A — Firm Brochure describing our business practices, fees, and conflicts of interest.
View Brochure Download DOCXADV Part 2B
Brochure Supplement for Andrew M. Escher, CFA — Qualifications and disciplinary history.
View Supplement Download PDFRequired Disclosures
Fiduciary Status
Good Deals Advisors, LLC acts as a fiduciary under the Investment Advisers Act of 1940. This means we are legally required to act in your best interest and put your interests ahead of our own.
Fees & Compensation
We charge an annual advisory fee of up to 1.50% of assets under management, billed quarterly. We do not charge performance-based fees. Additional fees may apply from the custodian (Altruist Financial LLC) and from mutual funds or ETFs held in your account.
Conflicts of Interest
Our principal, Andrew Escher, is a licensed insurance agent and may earn commissions when insurance products are recommended. When recommending insurance, we are not acting as your fiduciary under the Investment Advisers Act. We disclose all conflicts and prioritize your interests.
Custodian
We recommend Altruist Financial LLC as your custodian. We are not affiliated with Altruist. Your assets are held at Altruist, which provides account statements and executes trades. Learn more at altruist.com.
Research Disclosures
Free and simple tools are available to research firms and financial professionals at investor.gov/CRS.
Questions?
If you have questions about our compliance disclosures or any aspect of our services, please contact us:
Andrew M. Escher, CFA
Managing Member & Chief Compliance Officer
5900 Balcones Dr, Suite 100
Austin, TX 78731
Phone: (816) 607-1217
Email: andrew@gooddeals.work
Research our firm at adviserinfo.sec.gov