Edward Geiser is a registered investment advisor at Juniper Capital Investment Management, L.P., based in Houston, TX, with 10 years of industry experience. Edward operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 2 clients with $360M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
IM Fee
Planning only
Assets Under Management
$355.5M

Fee Structure

Minimum Investment:$10M
Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2727 Allen Parkway, Suite 1850, Houston, TX, 77019

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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.

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Employment History
Current Registrations
Juniper Capital Investment Management, L.P.
July 2021 - Present · 4 yrs 10 mos
Juniper Capital Advisors, L.P.
September 2015 - Present · 10 yrs 8 mos
State Registrations1 state
TX
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.
Edward Geiser - Financial Advisor | TrueAdvisor