Michelle Pimentel
Michelle Pimentel is a CFP-designated registered investment advisor at Geometric Wealth Advisors, LLC, based in Del Rey Oaks, CA, with 2 years of industry experience. Michelle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, High Net Worth, and 3 more. Their firm serves 256 clients with $1.3B 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% |
Fees may be negotiable based on factors such as account size, complexity, and existing relationships. Employee accounts generally do not incur fees.
Fee Estimator
Location
Del Rey Oaks, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Geometric Wealth Advisors, LLC
State Registrations2 states
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