Geoffrey Hakim is a CFP-designated registered investment advisor at Mcm Wealth, based in Greenbrae, CA, with 18 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, Business Owners, Estate Planning, High Net Worth, and 5 more. Their firm serves 85 clients with $170M 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 | 1.10% |
Annual fees range from 1.10% down to 0.60% based on household assets under management, with breakpoints specified in the Client Agreement. Fees are negotiable at the firm's discretion in extraordinary circumstances.
Fee Estimator
Location
Greenbrae, CA
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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
Mcm Wealth
State Registrations1 state
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Exams
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