John Morrison is a CFA-designated registered investment advisor at Geometric Wealth Advisors, LLC, based in Austin, TX, with 8 years of industry experience. John 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 237 clients with $970M 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 $2.5M | 1.00% |
| $2.5M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Standard fee schedule may be negotiable at the firm’s discretion. Geometric Wealth Advisors also generally does not charge fees with respect to accounts that it manages on behalf of its employees.
Fee Estimator
Location
Austin, TX
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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
John occasionally participates in paid short-term consulting arrangements related to investment management market trends. He also owns and manages a rental property.
Employment History
Current Registrations
Geometric Wealth Advisors, LLC
Secfi Advisory Limited
Previous Registrations
Secfi Securities, LLCBroker
Dfa Securities LLCBroker
State Registrations5 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.