Geoffrey Collette is a CFA-designated registered investment advisor at Aeon Capital Partners, LLC, based in Dallas, TX, with 5 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 23 clients with $2.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Nonqualified clients pay 2.0% annually. Qualified clients pay 1.0% annually with a 10% performance allocation in excess of a 5% annual hurdle rate with a high-water mark. The firm may negotiate the amount of management fees depending on the circumstances of each client.
Fee Estimator
Location
14902 Preston Rd, Suite 404-807, Dallas, TX, 75254
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 →Employment History
Current Registrations
Aeon Capital Partners, LLC
Previous Registrations
Aeon Capital Partners, LLC
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.