Geoffrey Kanner
Geoffrey Kanner is a CFP-designated registered investment advisor at Kanner Financial Services LLC, based in North Haven, CT, with 21 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, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 1 more. Their firm serves 139 clients with $100M 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% |
| $1.0M - $2.0M | 0.80% |
| $2M+ | 0.60% |
Fees are negotiable and may vary based on several factors. A minimum quarterly fee of $1,000 is required.
Fee Estimator
Location
116 Washington Ave, Third Floor, North Haven, CT, 06473
Get directionsHistory
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 ActivitiesSells Insurance
Geoffrey serves as a Justice of the Peace and an insurance agent, each requiring minimal time per month. He also serves as a notary, but this requires almost no time.
Employment History
Current Registrations
Kanner Financial Services LLC
Previous Registrations
Cooper Financial Services INC
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.