Jonathan Geiger
Jonathan Geiger is a registered investment advisor at Charles Schwab & CO., INC., based in New York City, NY, with 30 years of industry experience. Jonathan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 0.80% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.30% |
| $25M+ | 0.30% |
Fee schedule effective October 1, 2024. Clients enrolled prior to this date may have grandfathered fee schedules. Fees may be negotiable for assets over $25 million.
Fee Estimator
Location
2308 Broadway, New York City, NY, 10024-4301
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
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Previous Registrations
Burch & Company, INCBroker
Jpmorgan Distribution Services, INC.Broker
Jpmorgan Fleming Asset Management
J.P. Morgan Asset Management
J.P. Morgan Institutional Investments INC.Broker
J.P. Morgan Fund Distributors, INC.Broker
Seligman Advisors, INC.Broker
Gruntal & CO. IncorporatedBroker
Oppenheimer & CO., INC.Broker
State Registrations28 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.