Geoffrey Lester-George
Geoffrey Lester-George is a registered investment advisor at Lifetime Capital Planning Group LLC, based in Flower Mound, TX, with 10 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, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 71 clients with $85M 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 $500K | 0.95% |
| $500K - $1.0M | 0.85% |
| $1.0M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.65% |
| $3M+ | 0.50% |
The annual fee may be negotiable, for larger accounts, LTCPG may charge a flat annual fee that would be less than the annual fee of 0.95%. Accounts within the same household may be combined for a reduced fee. When using sub-advisors, the client will pay additional fees depending on the account value, investment style and types of securities used.
Fee Estimator
Location
700 Parker Square Road, Suite 190, Flower Mound, TX, 75028
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 a sole proprietor in Flower Mound, TX, and works as an insurance agent selling fixed insurance products. This activity takes about 10-20% of his time.
Employment History
Current Registrations
Lifetime Capital Planning Group LLC
Previous Registrations
Retirement Wealth Advisors, INC.
Gradient Investments, LLC
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.