Geoffrey Hulme is a registered investment advisor at Ingalls Investment Management, LLC, based in New York, NY, with 6 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 4,453 clients with $7.8B 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% |
Maximum annual fee is 1.50% for equity or equity/fixed-income portfolios. Fixed-income only portfolios have a maximum fee of 1.00%. Financial planning services max out at 1.00%. Individual representatives may offer tiered schedules with lower rates for larger accounts, and fees are negotiable.
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Location
1 Rockefeller Plaza, 7th Floor, New York, NY, 10020
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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 →Employment History
Current Registrations
Ingalls Investment Management, LLC
Previous Registrations
Ingalls Investment Management, LLC
Gerber, LLC
Steel Valley Advisors LLC
Steel Valley Advisors LLC
State Registrations6 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.
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