GR

Geoffrey Allen Roush

2 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
77 advisors
Number of Clients
2,383 clients
Average Client Portfolio
$9.9M average
Assets Under Management
$23.6B

Fee Structure

Financial Planning:Investment management only

WELLth Advisory Services charges fees based on a percentage of assets under management, not to exceed 3% per annum. Fees are discussed and agreed upon in advance. They also offer wrap fee programs with all-inclusive pricing that includes trade execution, custody, and asset management fees. The specific arrangement for each client will be negotiated and defined in the investment advisory contract.

Areas of Practice
Investment Management
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Advisor Information

Office location

2014 Tulare Street Suite 608, Fresno, CA, 93711

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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
Wellth Advisory Services, LLC
June 2024 - Present · 1 yr 7 mos
Previous Registrations
Global Retirement Partners LLC
January 2024 - July 2024 · 6 mos
Roush Investment Group
August 2023 - December 2024 · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.
Geoffrey Allen Roush - Financial Advisor | AdvisorDiscover