Geoffrey Hakim is a CFP-designated registered investment advisor at Mcm Wealth, based in Novato, 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 Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 3 more. Their firm serves 82 clients with $150M 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% |
Fee starts at 1.1% and is reduced to 0.6% based on the amount of assets under management per client household. Breakpoints for fee reductions are specified in the Client Agreement. Fees are negotiable at the discretion of MCM and will generally only be negotiable in extraordinary or special circumstances.
Fee Estimator
Location
3 Hamilton Landing, Suite 200, Novato, CA, 94949
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Mcm Wealth
State Registrations1 state
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