William Geiger
William Geiger is a registered investment advisor at Geiger Wealth Management, based in Oak Brook, IL, with 14 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Investment advisory fees may be reduced or waived for directors, officers, and employees of Geiger at the discretion of management. Geiger may negotiate these fees at its sole discretion.
Fee Estimator
Location
1900 Spring Road, Suite 104, Oak Brook, IL, 60523
Get directionsHistory
Regulatory History (1)
Customer Dispute
March 2001Other Business ActivitiesSells Insurance
William works as an insurance agent for De Blanco Inc., dedicating about half of his time to this activity during trading hours.
Employment History
Current Registrations
Geiger Wealth Management
Previous Registrations
Geiger Wealth Management
Geiger Wealth Management
State Registrations1 state
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.