Geoffrey Biehn is a CFP-designated registered investment advisor at Trinity Financial Advisors LLC, based in Columbus, OH, 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 Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 202 clients with $580M 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 $2.0M | 0.90% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.65% |
| $10M+ | 0.55% |
Fees are negotiable. The firm generally imposes a $10,000 minimum annual investment advisory fee for its services. Clients subject to the minimum fee could pay a higher percentage than referenced above.
Fee Estimator
Location
760 Communications Parkway, Suite 200, Columbus, OH, 43214
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Trinity Financial Advisors LLC
State Registrations1 state
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