Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are negotiable, not exceeding 2.00% annually, and are prorated and paid monthly in advance based on the average daily market value of assets. Financial planning and consulting services have an initial fee of $1,000, with the remainder invoiced based on the agreement terms. Clients may incur additional fees and expenses charged by mutual funds and ETFs.
Areas of Practice
Advisor Information
Office location
7 Giralda Farms, Suite 300, Madison, NJ, 07940
Get directionsRegulatory 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 Activities
Geri works as a Senior Associate at Transcend Capital Advisors, a Registered Investment Advisor (RIA). This role takes up a full-time commitment.