FJ
CFP
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
8 advisors
Number of Clients
237 clients
Average Client Portfolio
$4.1M average
Assets Under Management
$971.6M
Fee Structure
Minimum Investment:None
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
You'll pay an annual fee based on the value of your assets under management. The fee is 1.00% on the first $2.5 million, 0.75% on amounts between $2.5 and $5 million, 0.50% on amounts between $5 and $10 million, and 0.25% on amounts above $10 million. The firm may institute a minimum annual fee based on each client’s circumstances. Fees may be negotiable.
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate Planning
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Advisor Information
Office location
Charlotte, NC
Get directionsRegulatory 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.
Learn about disclosures →Employment History
Current Registrations
Geometric Wealth Advisors, LLC
May 2024 - Present · 1 yr 8 mos
State Registrations2 states
NCTX
Advisor
Exams
No exam information available for this advisor.