Geoffrey Loynd is a CFA-designated registered investment advisor at Loynd Capital Management, based in Marblehead, MA, with 20 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. Their firm serves 36 clients with $24M 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 | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $1.5M | 0.60% |
| $1.5M+ | 0.40% |
Fee Estimator
Location
237 Washington St., Marblehead, MA, 01945
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Loynd Capital Management
State Registrations1 state
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