Geoff Reed is a registered investment advisor at Visionary Wealth Advisors, LLC, based in St. Louis, MO, with 19 years of industry experience. Geoff operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Insurance Planning, Investment Management, and 2 more. Their firm serves 3,953 clients with $2.9B 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.05% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 1.00% |
Fees negotiable above $5,000,000. Additional fees may be assessed for Model Portfolio or Model Account services: up to 0.50% if designed by VWA's Investment Committee, or between 0.20-1.50% if designed by an Independent Manager.
Fee Estimator
Location
1401 South Brentwood Boulevard, Suite 700, St. Louis, MO, 63144
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
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.
Employment History
Current Registrations
Visionary Wealth Advisors, LLC
Previous Registrations
Waddell & Reed
Waddell & ReedBroker
Planmember Securities Corporation
Planmember Securities CorporationBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Royal Alliance Associates, INC.Broker
Banc of America Investment Services, INC.
Banc of America Investment Services, INC.Broker
State Registrations2 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.