Jeffrey Geiser
Jeffrey Geiser is a registered investment advisor at Lightpath Wealth & Tax Advisors, based in Prospect, KY, with 5 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Retirement Planning, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Lightpath Wealth & Tax Advisors does not directly manage investment portfolios. Instead, they connect clients with a third-party manager, Desert Rose Capital Management (DRCM). The combined fee for Lightpath and DRCM will not exceed 1.75% of the assets under management, with DRCM's fees not exceeding 0.85%. Fees are paid quarterly in advance.
Location
Prospect, KY
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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
Jeffrey is a Member/President and licensed agent at Lightpath Wealth Management, an insurance agency, spending about 10% of his time on administrative services. He is also a Manager/Member of Hatchfly Consulting, LLC, but spends no time on this activity.
Employment History
Current Registrations
Lightpath Wealth & Tax Advisors
State Registrations2 states
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.