CM

Connie Suzanne Mccleary-Geiger

1 Year of Experience

Firm Information

Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Number of Advisors
50 advisors
Number of Clients
6,093 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$7.4B

Fee Structure

Minimum Annual Fee:$8,000
Hourly Rate:$100 - $450/hr

Fees vary based on the service provided. Retirement plan consulting fees can be asset-based, flat, or hourly, with flat fees subject to a $5,000 minimum. Hourly fees range from $100 to $450 per hour. HSA and VEBA consulting fees are 0.35% of assets under management with an $8,000 minimum. Individual wealth management fees range up to 1.50% of assets under management. Financial planning services can be billed at a maximum of $500 per hour. All fees are negotiable.

Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
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Advisor Information

Office location

725 Main St., Pella, IA, 50219

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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
Intellicents Investment Solutions INC
November 2024 - Present · 1 yr 2 mos
State Registrations1 state
IA
Advisor
Exams
No exam information available for this advisor.