Geoffrey Kujawa is a registered investment advisor at Thunderbird Financial Coaching, based in Sylvania, OH, with 10 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Fee is paid to the third-party investment manager. Some accounts may be under historically different fee arrangements. Additional fees are charged to accounts from third-party money managers and/or custodians.
Fee Estimator
Location
6015 Glenbeigh Dr, Sylvania, OH, 43560
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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 Activities
Geoffrey works full-time as a buyer for LM Acquisition, Inc. (DBA New Markets), a chain of grocery stores, since 2011. This takes nearly all of Geoffrey's time and is not investment-related.
Employment History
Current Registrations
Thunderbird Financial Coaching
State Registrations1 state
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.