| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.33% |
| $250K - $500K | 1.28% |
| $500K - $750K | 1.23% |
| $750K - $1.0M | 1.13% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees are negotiable above $5,000,000.
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
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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 →Geoff owns rental property and is the President of the Board of Directors for Willows Way, a 501c3 organization, dedicating minimal time to each. He is also an insurance agent and a financial advisor for Geoff C. Reed, LLC, spending a few hours per week on each.