Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
20 advisors
Number of Clients
50,134 clients
Average Client Portfolio
$271K average
Assets Under Management
$13.6B

Fee Structure

Minimum Investment:None
Financial Planning:Investment management only

GeoWealth's wrap fee program covers custody and trading fees. Clients are responsible for advisory fees set by their primary investment advisor, investment management fees based on the selected model, and a platform fee paid to GeoWealth. The platform fee (wrap fee) is calculated as a percentage of the average daily balance. Small accounts may be charged a minimum account fee, often $12.50. The platform fee varies based on whether UMA models or Fund Models are selected, with UMA models having a higher fee range. Fees are negotiable for accounts over $5,000,000.

Areas of Practice
Investment ManagementTax Planning
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Advisor Information

Office location

Greenwich, CT

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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
Geowealth Management LLC
January 2023 - Present · 3 yrs
Previous Registrations
J.P. Morgan Securities LLC Broker
May 2018 - October 2021 · 3 yrs 5 mos
J.P. Morgan Institutional Investments INC.Broker
February 2018 - February 2018 · 0 mos
J.P. Morgan Securities LLC Broker
November 2011 - October 2012 · 11 mos
State Registrations2 states
CTIL
Advisor
Exams
No exam information available for this advisor.