TrueAdvisor
TrueAdvisor
GV
GV

Geoffrey Voorhees

Familywealth
28 Years of Experience
Lake Mary, FL
Sells Insurance
View SEC Summary
View SEC Summary

Geoffrey Voorhees is a registered investment advisor at Familywealth, based in Lake Mary, FL, 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, Estate Planning, High Net Worth, Insurance Planning, and 2 more. Their firm serves 407 clients with $390M in assets under management.

Familywealth
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
15 advisors
Number of Clients
407 clients
Average Client Portfolio
$970K average
Assets Under Management
$394.6M

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $500K1.45%
$500K - $1.0M0.80%
$1.0M - $2.0M0.70%
$2.0M - $5.0M0.65%
$5.0M - $10.0M0.60%
$10M+0.60%

Retail clients are typically charged 1.45% (up to 2.00% for certain strategies). Institutional fee schedule shown starts at $500,000. Additional platform fees (0.05% to 0.30%) and separate account manager fees (0.10% to 0.35%) may apply.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

255 Primera Blvd, Suite 160, Lake Mary, FL, 32746

Get directions

History

Regulatory History
Clean regulatory record

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
February 2023 - Present · 3 yrs 8 mos
Previous Registrations
Mutual of Omaha Investor Services, INC.
August 2010 - January 2023 · 12 yrs 5 mos
Mutual of Omaha Investor Services, INC.Broker
February 2001 - January 2023 · 21 yrs 11 mos
Northwestern Mutual Investment Services, LLCBroker
April 1998 - January 2001 · 2 yrs 9 mos
State Registrations1 state
FL
Advisor

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
No exam information available for this advisor.
More Advisors
More financial advisors in Lake Mary, FL →All financial advisors in Florida →