Geneva Stegemoller
Geneva Stegemoller is a registered investment advisor at Tpg Financial Advisors, LLC, based in Portland, OR, with 25 years of industry experience. Geneva operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 643 clients with $2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
The annual maximum fee TPGFA may charge a client on an individual or joint investment account is 1.5% of the account value. In certain circumstances, TPGFA may charge a flat fee on an account (i.e. no correlation to the current value of the account).
Fee Estimator
Location
11850 SW 67th Avenue, Suite 100, Portland, OR, 97223
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Regulatory History (1)
Customer Dispute
February 2007Other Business ActivitiesSells Insurance
Geneva is licensed to sell insurance under The Partners Group, Ltd. She also volunteers for several non-profit organizations, including College Possible, BBBS, Jesuit Booster Club, and Kerr Contractor Annual Shoot Out Committee, dedicating minimal time to each.
Employment History
Current Registrations
Tpg Financial Advisors, LLC
Previous Registrations
Geneos Wealth Management, INC.Broker
PFS Investments INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.