Geoffrey Voorhees is a registered investment advisor at Familywealth, based in Lake Mary, FL, with 27 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, Education Planning, Estate Planning, Investment Management, and 1 more. Their firm serves 367 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
FamilyWealth Advisers generally charges a percentage of the assets they manage.
Retail clients are typically charged 1.45%, but for some strategies, the retail fee can be up to 2%. The actual fee depends on the service provided by the individual Investment Advisor Representatives and the strategies they recommend.
In addition to the fees shown above, the Client will pay the following Platform fees:
- First $500,000: 0.30%
- Next $500,000: 0.25%
- Next $1,000,000: 0.20%
- Next $1,000,000: 0.15%
- Next $1,000,000: 0.10%
- Assets Over $4,000,000: 0.05%
An additional 0.10% to 0.35% asset management fee applies for asset managers of strategies and portfolios in the Managed Account Solutions Platform, depending on the manager selected.
Location
255 Primera Blvd, Suite 160, Lake Mary, FL, 32746
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 has been an insurance agent since 2001, selling life insurance, health insurance, and fixed annuities. This activity takes nearly full-time hours.
Employment History
Current Registrations
Familywealth
Previous Registrations
Mutual of Omaha Investor Services, INC.
Mutual of Omaha Investor Services, INC.Broker
Northwestern Mutual Investment Services, LLCBroker
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.