Geoffrey Grenert
Geoffrey Grenert is a registered investment advisor at Sierra Legacy Group, based in Scottsdale, AZ, with 28 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 24 clients with $150M 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 $500K | 1.35% |
| $500K - $1000K | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.90% |
| $5M+ | 0.90% |
Fees over $5,000,000 are negotiable.
Fee Estimator
Location
6424 E. Greenway Parkway, Suite 100, Scottsdale, AZ, 85254
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 a managing member of Grenert Financial Group, LLC and CCO & IAR for Cypress Advisory Group LLC, dedicating full-time hours to each. He also works as a hitting consultant, manages SMAs inside PPLI investments, and owns a sports product development company, spending about 10-20% of his time on these activities.
Employment History
Current Registrations
Sierra Legacy Group
M Holdings Securities, INC.Broker
Previous Registrations
M Holdings Securities, INC.
M Holdings Securities, INC.
Eagle Strategies CORP
Nylife Securities INC.Broker
State Registrations12 states
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