Theodore Geoca is a registered investment advisor at Maxout Savings Advisors LLC, based in Houston, TX, with 22 years of industry experience. Theodore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 180 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
MaxOut Savings Advisors' annual fees for investment management are based on a percentage of the value of your portfolio, generally ranging from 0.60% to 1.50%. Fees are typically deducted directly from client accounts quarterly, at the beginning of each quarter, based on the previous quarter's ending balance. Fees may differ from one client to another, so some clients pay more than others with the same amount of assets under management. A minimum account size of $250,000 is required, but this may be negotiable.
Location
4900 Woodway Dr., Suite 1031, Houston, TX, 77056
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Regulatory History
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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Theodore is a shareholder in South Coast Hydraulics and Geoca Southwest, dedicating minimal time to South Coast Hydraulics and a few hours per week to Geoca Southwest. He also serves as CFO for Rangoni Global, dedicating about 10-20% of his time.
Employment History
Current Registrations
Maxout Savings Advisors LLC
Previous Registrations
Maxout Savings Advisors LLC
Maxout Savings Advisors LLC
Wunderlich Securities, INC.
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.