Geoffrey Eikmann is a CFA-designated registered investment advisor at Mbm Wealth Consultants, LLC, based in Chesterfield, MO, with 10 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 602 clients with $420M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $4.0M | 0.75% |
| $4.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Location
16401 Swingley Ridge Rd., Suite 450, Chesterfield, MO, 63017
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Mbm Wealth Consultants, LLC
Previous Registrations
Stifel, Nicolaus & Company, IncorporatedBroker
Moneta Group Investment Advisors, LLC
First Clearing, LLCBroker
Wells Fargo Advisors, LLCBroker
State Registrations1 state
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