| Assets Under Management | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable on a client-by-client basis.
9200 South Hills Blvd., Suite 310, Broadview Hts., OH, 44147
Get directionsGeoffrey is an independent insurance agent selling disability, fixed annuities, life/accident/health, and long-term care insurance since 1988. He is also an investment adviser representative with Financial Management Strategies since 2000, and a financial professional with Vision Wealth Management LLC since 2021, dedicating about 10-20% of his time to the latter, focusing on securities and insurance sales and service.