Geometric Wealth Advisors provides personalized wealth management services to individuals, families, and trusts. Their wealth management includes creating individualized investment plans and financial planning services. They do not have a minimum account size but may institute a minimum annual fee based on each client’s circumstances. They also provide tax and estate planning services.
Assets Under Management$970M
Clients237
Advisors9
Avg. per Client$4.1M
Avg. per Advisor$110M
Fee Structure
Planning is included in investment management
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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