Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Investment management fees are a percentage of assets under management, with a maximum annual fee of 1.75%. Fees are negotiable and may vary based on relationship size, service level, investment strategy, trading activity, advisor expertise, and financial planning. Retirement and financial planning fees are up to $350 per hour. Consulting fees are also up to $350 per hour. Tax preparation fees are determined by the complexity of the return. There is no account minimum, but the Adviser may decline to accept clients with portfolios under $500,000.
Areas of Practice
Advisor Information
Office location
2835 82nd Avenue Se, Ste 100, Mercer Island, WA, 98040
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
Geoffrey owns a farm and winery in Hood River, OR, through Mosier LLC since 2015. He dedicates minimal time to this investment-related activity.