Geoffrey Schuller
Geoffrey Schuller is a registered investment advisor at Mosley Wealth Management, INC., based in Anaheim, CA, with 2 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 707 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Mosley Wealth Management charges a fee for investment management services, which includes financial planning. The fee will not exceed 1.85% and is based on factors such as the client type, complexity, account composition, potential for deposits, relationship with the advisor, total assets managed, and portfolio chosen. The fee is calculated and collected monthly, based on the average daily balance. Either you or Mosley Wealth Management can terminate the agreement with written notice.
Location
2401 E. Katella Avenue, Suite 270, Anaheim, CA, 92806
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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 →Other Business ActivitiesSells Insurance
Geoffrey works as an insurance agent for Mosley Insurance and Financial Services Inc. since January 2023, dedicating nearly full-time hours to insurance sales and services.
Employment History
Current Registrations
Mosley Wealth Management, INC.
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.