Geoffrey Tomasetti
Geoffrey Tomasetti is a ChFC-designated registered investment advisor at Cambridge Investment Research Advisors, INC., based in Frederick, MD, with 29 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 323,031 clients with $100B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Cambridge Investment Research Advisors (CIRA) offers investment management services through several platforms. Fees are based on a percentage of your portfolio's value and are negotiable. The maximum annual fee is 2.25%. Fees can be structured as flat, tiered, or breakpoint. You may also encounter setup fees and service fees. Fees are typically deducted directly from your account. CIRA also offers WealthPort, a wrap fee program with inclusive fees. The WealthPort maximum advisory fee is 2.25% annually.
Location
Frederick, MD
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Regulatory History (1)
Customer Dispute
September 2015Other Business ActivitiesSells Insurance
Geoffrey is the President of Tomasetti Wealth Management LLC and an advisory representative of a RIA. He is also an independent insurance agent for various independent insurance companies, but dedicates minimal time to this.
Employment History
Current Registrations
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Previous Registrations
CUNA Brokerage Services, INC.Broker
CUNA Brokerage Services, INC.
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.
Blue Vase Securities, LLCBroker
Blue Vase Securities, LLC
M&t Securities, INC.
M&t Securities, INC.Broker
Ifmg Securities, INC.
Ifmg Securities, INC.Broker
Liberty Funds Distributor, INC.Broker
State Registrations18 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.