Geoffrey Parkinson
Geoffrey Parkinson is a registered investment advisor at Charitable Foundation Services LLC, based in Sarasota, FL, with 13 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
Fee is negotiable and may be lower for larger accounts.
Fee Estimator
Location
Sarasota, FL
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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
Geoffrey is the President & CEO of Foundation Services LLC since 2000, providing administrative and consulting services to charitable foundations. This work is nearly full-time, with a significant portion occurring during trading hours.
Employment History
Current Registrations
Charitable Foundation Services LLC
State Registrations2 states
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