PN

Pamela Sue Nevil

20 Years of Experience

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
Loading...

Advisor Information

Office location

100 Constitution Plz, Fl 7, Hartford, CT, 06103-1703

Get directions
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.

Learn about disclosures →
Other Business Activities

Pamela owns a real estate rental property in Aurora, CO, since 2010. This activity requires minimal time and is investment-related.

Employment History
Current Registrations
Geowealth Management LLC
October 2025 - Present · 3 mos
Previous Registrations
Freedom Investment Management, INC.
July 2024 - July 2025 · 1 yr
Freedom Investment Management, INC.
March 2015 - April 2024 · 9 yrs 1 mo
Fisher Investments
January 1999 - May 2009 · 10 yrs 4 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.
Pamela Sue Nevil - Financial Advisor | AdvisorDiscover