BG
CFP
BG
CFP

Bryon Hanley Geman

12 Years of Experience
Areas of Practice
Financial Planning & CoachingRetirement PlanningInvestment ManagementBusiness Owners
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
8 advisors
Number of Clients
894 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$917.0M

Fee Structure

Minimum Investment:$250K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5M+0.50%

Fees may be negotiable on a client-by-client basis.

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

720 South Colorado Blvd, Suite 600 South Tower, Denver, CO, 80246-1904

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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.

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Employment History
Current Registrations
Sharkey Howes & Javer INC
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Schwab Wealth Advisory, INC.
November 2014 - June 2024 · 9 yrs 7 mos
Charles Schwab & CO., INC.Broker
December 2012 - June 2024 · 11 yrs 6 mos
State Registrations1 state
CO
Advisor
Exams
No exam information available for this advisor.