Geometric Wealth Advisors, LLC
Assets Under Management
$971.6M
Number of Clients
237
Number of Advisors
8
Average Client AUM
$4.1M
AUM per Advisor
$121.4M
Compensation
Fee-Only (AUM)
About This Firm
Geometric Wealth Advisors offers investment management and financial planning services. Investment management involves creating individualized investment plans. Financial planning covers tax, retirement, college, debt management, estate planning, and charitable giving. They may provide referrals to outside professionals. Tax and estate planning services are also provided.
Fee Structure
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
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
Location
DE, United States