Geoffrey Gervasini
Geoffrey Gervasini is a registered investment advisor at Wakefield Wealth Management, Lllp, based in Englewood, CO, with 26 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 151 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wakefield Wealth Management charges a fee for managing your investments, which includes advisory services, trade execution, and account maintenance. The fee is calculated quarterly, either in advance or in arrears, depending on when you became a client. The maximum annual advisory fee is 1.5%. Fees may vary based on the size of your account and the complexity of your portfolio. In some cases, fees and payment timing may be negotiable. Employees and their families receive reduced fees.
Location
7887 East Belleview Ave, Suite #800, Englewood, CO, 80111
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 →Employment History
Current Registrations
Wakefield Wealth Management, Lllp
Wakefield Asset Management, Lllp
Previous Registrations
Wakefield Asset Management, INC.
Capital West Asset Management LLC
State Registrations3 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.