Geoffrey Deasey is a registered investment advisor at Dillon Capital Management, based in Ambler, PA, with 13 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 59 clients with $84M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.60% |
Fees are negotiable within the disclosed range. Schedule shown is for Strategic Portfolio Series and Equity Portfolio Series. 401(k) Pension Advisory fees are: Up to $5 million: 0.50%, $5 million to $20 million: 0.40%, $20 million to $50 million: 0.30%
Fee Estimator
Location
809 N. Bethlehem Pike, Ste. F1, Ambler, PA, 19002
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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.
Learn about disclosures →Other Business Activities
Geoffrey receives compensation from a prior employer, Ironview Capital Management, for legacy accounts opened before November 2017. He no longer conducts ongoing business for this firm.
Employment History
Current Registrations
Dillon Capital Management
Previous Registrations
Columbus Macro, LLC
Ironview Capital Management, LLC
Aua Capital Management
Chester County Asset Management
Dillon Capital Management
West Chester Capital Advisors INC
Glenmede Investment Management, LP
Andres Capital Management,llc
State Registrations1 state
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