Geoffrey Bent is a registered investment advisor at Greenerbucks, based in Santa Monica, CA, with 6 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1 clients with $180K 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 $100K | 0.50% |
| $100K - $500K | 0.50% |
| $500K - $1.0M | 0.50% |
| $1.0M - $2.0M | 0.50% |
| $2.0M - $5.0M | 0.50% |
| $5.0M - $20.0M | 0.50% |
| $20M+ | 0.50% |
Fees are negotiable. Qualified clients may pay an annual fee of 0.50% of assets under management along with a 10.00% performance fee based on capital appreciation.
Fee Estimator
Location
Santa Monica, CA
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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 a licensed insurance agent with Pacific Life Insurance Company, a singer in a jazz band, and does modeling work. The modeling work takes minimal time and is not investment related.
Employment History
Current Registrations
Greenerbucks
Previous Registrations
Morgan StanleyBroker
Morgan Stanley
Equitable Advisors, LLCBroker
Equitable Advisors, LLC
Edward Jones
Edward JonesBroker
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
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.