Geoffrey Peterson
Geoffrey Peterson is a registered investment advisor at Rsg Financial Group INC, based in Stockton, CA, with 22 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $46M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 2.00% |
| $2M+ | 2.00% |
Fees negotiable for accounts over $2,000,000. Portfolio Management Services fees generally range from 1.00% to 1.50%.
Fee Estimator
Location
7510 Shoreline Drive, Suite B-1, Stockton, CA, 95219
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 →Other Business ActivitiesSells Insurance
Geoffrey is an insurance agent selling life, property and casualty, health, and disability insurance through Cypress Dental Administrators, Inc. and as a sole proprietor since 2001. He spends a few hours per week on marketing and administering insurance products.
Employment History
Current Registrations
Rsg Financial Group INC
Previous Registrations
Quest Capital Strategies, INC.
State Registrations1 state
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.