Jeffrey Geygan
Jeffrey Geygan is a registered investment advisor at Global Value Investment Corporation, based in Milwaukee, WI, with 22 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 142 clients with $190M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fee schedule is negotiable.
Fee Estimator
Location
1433 N Water Street, Suite 400, Milwaukee, WI, 53202
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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
Jeffrey is a board member for Rocky Mountain Chocolate Factory since 2021, dedicating a few hours per week. He also serves as the Interim CEO, which is a temporary leave of absence from his CEO role at GVIC, and takes nearly full-time hours.
Employment History
Current Registrations
Global Value Investment Corporation
Previous Registrations
Milwaukee Institutional Asset Management
UBS Financial Services INC.
State Registrations3 states
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