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
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fees generally range from 0.60% to 1.50% of assets under management. Fees are negotiable based on client complexity, assets, and other factors.
Fee Estimator
Location
4900 Woodway Dr., Suite 1031, Houston, TX, 77056
Get directionsHistory
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.
Learn about disclosures →Other Business Activities
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.
Exams
More Advisors
- Paraskevi Porsch, CFPCetera Investment Advisers LLC
- Andrew Lichtenberger, CFPThe Mather Group, LLC
- Coleman Campbell, CFP, ChFCAdvocates Wealth Planning
- Nathan Burleson, CFPHeritage Wealth Management
- Harold Minton, CFPMercer Global Advisors INC.
- Tyson Thomas, CFPAmeriprise Financial Services, LLC