Geoffrey Mishkin
Geoffrey Mishkin is a CFP-designated registered investment advisor at Wood Wealth Group, LLC, based in Charlestown, MA, 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 Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 166 clients with $36M 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 $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are generally negotiable.
Fee Estimator
Location
529 Main Street, Suite P200, Charlestown, MA, 02129
Get directionsHistory
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 works as a financial advisor for Wood Wealth Group, LLC, focusing on insurance and investments, dedicating about 25 hours per month. He also works for Leslie S. Ray Insurance Agency as a life and disability insurance agent, spending about half his time there, and is an agent for East Coast Insurance Providers, selling property and casualty insurance for about 10-20 hours per month. Finally, Geoffrey is a partner in CGI Capital LLC dba RedLine Gear Cleaning, a first responder gear cleaning service, spending minimal time on this business.
Employment History
Current Registrations
Wood Wealth Group, LLC
Previous Registrations
The O.N. Equity Sales CompanyBroker
On Investment Management CO
Hornor, Townsend & Kent, LLCBroker
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.