Sean Geiger is a registered investment advisor at Geiger Group Wealth Management, based in Sterling, VA, with 31 years of industry experience. Sean operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Management fees range up to 1.50% per annum depending on the type and complexity of the investment management strategy as well as the size of the account or overall relationship. Fees may be reduced or waived for firm personnel and are negotiable at the firm's discretion.
Fee Estimator
Location
Sterling, VA
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
Geiger Group Wealth Management
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
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.
Exams
More Advisors
- Daphne Wright, CFPLPL Financial LLC
- Viorica Wildes, CFANewport Group Consulting, LLC
- George Khalsa, ChFCLPL Financial LLC
- Amanda Brooks, CFPStrategic Advisers LLC
- Sanjeev Butani, ChFCEagle Strategies LLC
- Teresa Shaffer, CFP