Geoffrey Weiss is a registered investment advisor at Forge Financial, based in Edmond, OK, with 7 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 4,263 clients with $1.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Forge Financial Services manages investments through LPL Financial's advisory programs. The annual fee is a percentage of your portfolio's value and is negotiable. The maximum fee is 1.50%. The fee may be structured on a tiered basis, with a reduced percentage rate based on reaching certain thresholds. Fees are deducted quarterly in advance. The fee includes advisory services and transaction execution.
Location
2901 South Bryant Avenue, Edmond, OK, 73013
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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.
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Geoffrey is a registered investment advisor doing business as Forge Financial and Forge Financial Services LLC since January 2020, dedicating full-time hours to these activities. He also uses Forge Financial as a DBA for his LPL business since January 2024, also dedicating full-time hours.
Employment History
Current Registrations
Forge Financial
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
State Registrations44 states
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