Geoffrey White
Geoffrey White is a CFP, ChFC-designated registered investment advisor at Capital Strategies Group, LLC, based in Tempe, AZ, with 19 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, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 234 clients with $100M 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 $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.90% |
The annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
2151 E. Baseline Road, Suite 101, Tempe, AZ, 85283
Get directionsHistory
Regulatory History (2)
Customer Dispute
November 2010Customer Dispute
January 2010Other Business ActivitiesSells Insurance
Geoffrey is an insurance agent since 2008, offering life and health insurance products and services. This takes about a quarter of his time, including time during trading hours.
Employment History
Current Registrations
Capital Strategies Group, LLC
State Registrations2 states
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.