Geoffrey Glazier
Geoffrey Glazier is a CFP-designated registered investment advisor at Mariner Wealth, based in West Chester, OH, 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 Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
9100 West Chester Town Centre Drive, Suite 225, West Chester, OH, 45069
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 ActivitiesSells Insurance
Geoffrey is involved with MSEC, LLC and Mariner Wealth Advisors in West Chester, OH, dedicating full-time hours to these investment-related activities. Geoffrey also engages in insurance sales.
Employment History
Current Registrations
Mariner Wealth
Msec, LLCBroker
Previous Registrations
Pinnacle Wealth Management, INC.
Securities America Advisors, INC.
Securities America, INC.Broker
LPL Financial Corporation
LPL Financial CorporationBroker
Crown Capital Securities, L.P.
Crown Capital Securities, L.P.Broker
Strategic Advisers, INC.
Fidelity Brokerage Services LLCBroker
State Registrations3 states
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.