Geoffry Oshman is a CFP-designated registered investment advisor at Geoffry H. Oshman, CFP, based in Houston, TX, with 7 years of industry experience. Geoffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 11 clients with $15M 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 $750K | 0.17% |
| $750K+ | 0.13% |
Fees may be discounted or reduced by negotiation.
Fee Estimator
Location
Houston, TX
Get directionsHistory
Regulatory History (1)
Regulatory
March 2009Other Business Activities
Geoffry is a personal and corporate financial controller for affiliated businesses, dedicating about 10-20% of his time. Additionally, he serves as the Director of Music for Creative Life Spiritual Center, spending a few hours per week.
Employment History
Current Registrations
Geoffry H. Oshman, CFP
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.