Geoffrey Johnson
Geoffrey Johnson is a registered investment advisor at Wealth Management Advisors, LLC, based in Gilbert, AZ, with 9 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 73 clients with $4.1M 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 $1.0M | 1.25% |
| $1M+ | 0.75% |
Annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1166 E. Warner Rd, #202, Gilbert, AZ, 85296
Get directionsHistory
Regulatory History (1)
Customer Dispute
June 2005Other Business ActivitiesSells Insurance
Geoffrey works as an insurance agent for Wealth Management Resources, LLC, focusing on fixed insurance sales, dedicating full-time hours to this role. He also works as a Notary Public, notarizing customer documents, which takes minimal time.
Employment History
Current Registrations
Wealth Management Advisors, LLC
Previous Registrations
Questar Asset Management, INC.
Wealth Management Resources Advisors LLC
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.