Geoffrey Marsh
Geoffrey Marsh is a registered investment advisor at Activ8 Family Office LLC, based in Mclean, VA, with 12 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Activ8 Family Office uses third-party managers for investment management. The maximum annual fee charged by Activ8 will not exceed 1.50%, subject to an annual minimum fee starting at $2,500. This fee does not include separate fees for the Dynasty platform, the OCIO program, and fees paid to the third-party managers.
Location
1775 Tyson'S Blvd, 5th Floor, Suite 5129, Mclean, VA, 22102
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Activ8 Family Office LLC
Previous Registrations
Ofs
State Registrations3 states
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