Jose Quiroga is a CFA-designated registered investment advisor at Geneva Capital Management LLC, based in Milwaukee, WI, with 8 years of industry experience. Jose operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 4,141 clients with $6.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Geneva Capital Management's fees are based on a percentage of the value of your portfolio. The exact percentage is negotiable and depends on factors like the investment style, how your assets are allocated, the type of client you are, the size of your account, and the services you need. Fees are typically billed quarterly, based on the average value of your account at the end of each month in the quarter.
Location
411 E. Wisconsin Ave., Suite 2320, Milwaukee, WI, 53202-4461
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Geneva Capital Management LLC
State Registrations1 state
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