Geoffrey Sadek
Geoffrey Sadek is a registered investment advisor at LPL Financial LLC, based in Grand Rapids, MI, with 13 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
3280 Beltline Ct NE, Suite 400, Grand Rapids, MI, 49525
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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 ActivitiesSells Insurance
Geoffrey is affiliated with Academy Wealth Management as an insurance agent and DBA for LPL business, involving life, annuity, long-term care, and disability insurance, taking about 10-20% of his time. He also operates Growtrust Partners, a DBA for LPL business, dedicating nearly full-time hours, and owns commercial real estate, requiring minimal time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
PNC Investments
PNC InvestmentsBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations21 states
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