Assets Under Management
$971.6M
Number of Clients
237
Number of Advisors
8
Average Client AUM
$4.1M
AUM per Advisor
$121.4M
Compensation
Fee-Only (AUM)
Geometric Wealth Advisors offers investment management and financial planning services. Investment management includes creating individualized investment plans. Financial planning covers tax, retirement, college, debt, estate, and charitable giving. They also provide tax and estate planning services supported by tax professionals and CPAs.
| Assets Under Management | 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.
DE, United States