Geoffrey Liddy
Geoffrey Liddy is a registered investment advisor at Star Wealth Advisors, based in Boca Raton, FL, with 24 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 137 clients with $37M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
SWA offers investment and portfolio management services for a fee based on the value of your portfolio. The annual fee ranges from 1.00% to 3.00% of the value of your portfolio. This fee is charged quarterly in advance.
Location
225 NE Mizner Blvd, Ste 350, Boca Raton, FL, 33432
Get directionsHistory
Regulatory History (2)
Customer Dispute
October 2003Regulatory
July 2000Other Business Activities
Geoffrey is a passive managing partner at Scaled Strategies Capital LLC, which researches and develops algorithmic trading vehicles. He aided in the conceptual design, architecture, and development, but dedicates minimal time to this investment-related activity.