GH
CFP

Geoffrey Ameen Hakim

17 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
3 advisors
Number of Clients
82 clients
Average Client Portfolio
$1.8M average
Assets Under Management
$151.2M

Fee Structure

Minimum Investment:$2M
Financial Plan Fee:$9,500
Hourly Rate:$500/hr

Investment advisory fees are billed quarterly in advance, based on the assets under management. The fee schedule starts at 1.1% annually, reduced to 0.6% based on assets. Fees are negotiable in extraordinary circumstances. There is an hourly fee of $500 for financial planning. For clients using only private alternative investments, MCM directly invoices quarterly. Advanced Legacy Planning has a flat fee of $9,500. If MCM implements the legacy plan, they charge 15 basis points against the estate's value, less the initial $9,500 charge. The minimum account size is $2,000,000, but this may be waived at MCM's discretion.

Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningCharitable GivingBusiness OwnersHigh Net Worth
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Advisor Information

Office location

3 Hamilton Landing, Suite 200, Novato, CA, 94949

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Mcm Wealth
March 2008 - Present · 17 yrs 10 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Geoffrey Ameen Hakim - Financial Advisor | AdvisorDiscover