CG
CG

Christopher Geczy

15 Years of Experience

Christopher Geczy is a registered investment advisor at Gkfo, LLC, based in W. Conshohocken, PA, with 15 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 4 clients with $32M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
4 clients
Average Client Portfolio
$8.0M average
Assets Under Management
$32.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any0.65%

The annual fee ranges between 0.00% - 0.65%, depending upon the amount of assets under management and the type of management services to be rendered. GKFO, in its sole discretion, may negotiate to charge a lesser management fee based upon certain criteria.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

One Tower Bridge, 100 Front Street, Suite 1111, W. Conshohocken, PA, 19428

Get directions

History

Regulatory History
Clean regulatory record

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
Gkfo, LLC
January 2024 - Present · 2 yrs 3 mos
Forefront Analytics, LLC
August 2010 - Present · 15 yrs 8 mos
Previous Registrations
Gkfo, LLC
June 2010 - December 2023 · 13 yrs 6 mos
State Registrations1 state
PA
Advisor

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.

Exams
No exam information available for this advisor.
Christopher Geczy - Financial Advisor | TrueAdvisor