GeoWealth operates a Turnkey Asset Management Platform (TAMP) and provides digital advisory tools for investment advisors. GeoWealth offers investment management and handles operational aspects of account administration. For end-clients, GeoWealth offers consulting and investment supervisory services. GeoWealth's model marketplace offers risk-based, thematic, and outcome-based third-party models, as well as proprietary models.
Fee Structure
GeoWealth offers several products/services that can be billed separately, using a maximum fee model, or at a single enterprise-level fee. When billed separately, the maximum platform fee is 0.5% and the maximum per account fee is $100 per account per year. When billed a flat fee, GeoWealth is compensated at an annual fee of up to 0.35% per account. Fees for households that are in excess of $3 million are charged an additional fee of $500 for each $1 million over $3 million. When working directly with GeoWealth, the investment advisory fee will not exceed 2.5%.