Geoffrey Sirhal is a registered investment advisor at Charmarline Wealth Management, based in Lynchburg, VA, 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 Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 124 clients with $120M 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 | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.60% |
Fees negotiable for accounts over $5,000,000. Certain clients will be subject to a legacy fee schedule that differs from the one above.
Fee Estimator
Location
3831 Old Forest Rd, Suite 6, Lynchburg, VA, 24501
Get directionsHistory
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 Activities
Geoffrey is the owner of rental properties through Charmarline Capital Partners since 2021. He spends minimal time overseeing these properties.
Employment History
Current Registrations
Charmarline Wealth Management
Previous Registrations
Charmarline Wealth Management LLC
Blackrock Financial Management, INC
Blackrock Investments, LLCBroker
Fam Distributors, INC.Broker
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.