Geoffrey Kasher
Geoffrey Kasher is a registered investment advisor at Osaic Wealth, INC., based in Boynton Beach, FL, with 33 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 574,829 clients with $200B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Osaic Wealth offers investment management through several platforms, including Advisor Managed Portfolios, Unified Managed Accounts, and Signator Managed Account Platform. Fees are negotiable and based on a percentage of the assets in your account. The fees cover advisory services, custodial services, and in some cases, transaction costs. Mutual funds and ETFs within these accounts have their own internal fees. Some programs have wrap accounts where all costs are bundled into one fee.
Location
Boynton Beach, FL
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 is a sales representative for Geoffrey Kasher Financial, LLC, selling various insurance products and fixed annuities, and is also the sole member of the same LLC for marketing securities activities; each takes about 10-20% of his time. Additionally, Geoffrey volunteers as a mentor for the Society of Retired Business Execs and SCORE, dedicating about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Previous Registrations
Cadaret Grant & CO INC
Cadaret, Grant & CO., INC.Broker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Metlife Securities INC.
Metlife Securities INC.Broker
Park Avenue Securities LLCBroker
Guardian Investor Services CorporationBroker
Guardian Investor Services CorporationBroker
Guardian Investor Services CorporationBroker
State Registrations8 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.