Geoffrey Todd Gervasini

Wakefield Wealth Management, Lllp

25 Years of Experience

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Areas of Practice

Investment ManagementRetirement PlanningEstate PlanningHigh Net Worth

Wakefield Wealth Management, Lllp

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

3 advisors

Number of Clients

151 clients

Average Client Portfolio

$2.6M average

Assets Under Management

$388.3M

Fee Structure

Minimum Investment:$1M

Financial Planning:Investment management only

Location

7887 East Belleview Ave, Suite #800, Englewood, CO, 80111

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History

Regulatory History

Clean regulatory record

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.

Employment History

Current Registrations

Wakefield Wealth Management, Lllp

January 2015 - Present · 11 yrs 1 mo

Wakefield Asset Management, Lllp

October 2007 - Present · 18 yrs 4 mos

Previous Registrations

Wakefield Asset Management, INC.

January 2004 - December 2007 · 3 yrs 11 mos

Capital West Asset Management LLC

January 2000 - November 2003 · 3 yrs 10 mos

State Registrations3 states

COILTX

Advisor

Exams

No exam information available for this advisor.