Geoffrey Forcino
Geoffrey Forcino is a registered investment advisor at Kathmere Capital Management, LLC, based in Wayne, PA, with 21 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, High Net Worth, Insurance Planning, Investment Management, and 1 more. Their firm serves 779 clients with $2.5B 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 $3.0M | 1.00% |
| $3.0M - $5.0M | 0.80% |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.50% |
| $20.0M - $50.0M | 0.40% |
| $50M+ | 0.40% |
All Investment Management Services fees are negotiable at our discretion.
Fee Estimator
Location
435 Devon Park Drive, Suite 715, Wayne, PA, 19087
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Regulatory History
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 is the Director of Retirement Plan Services/Owner/Principle at Kathmere Capital Management LLC, spending nearly full-time on retirement plan consulting, financial planning, and wealth management. He also addresses fixed insurance needs of clients as a sole proprietor, dedicating a few hours per week, and is an agent at Lion Street providing insurance advice.
Employment History
Current Registrations
Kathmere Capital Management, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Private Advisor Group, LLC
LPL Financial LLC
LPL Financial LLCBroker
Jefferson Pilot Securities CorporationBroker
Equity Services, INC.Broker
State Registrations1 state
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