Fritzner Jean is a CFP-designated registered investment advisor at Geometric Wealth Advisors, LLC, based in Charlotte, NC, with 1 years of industry experience. Fritzner operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 237 clients with $970M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Standard fee schedule may be negotiable at the firm’s discretion. Geometric Wealth Advisors also generally does not charge fees with respect to accounts that it manages on behalf of its employees.
Fee Estimator
Location
Charlotte, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Geometric Wealth Advisors, LLC
State Registrations2 states
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