Paige Grace is a registered investment advisor at Ronald R Geiger LLC, based in Wilmington, NC, with 4 years of industry experience. Paige operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management. Their firm serves 31 clients with $31M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
31 clients
Average Client Portfolio
$1.0M average
Assets Under Management
$31.3M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $1.0M | 1.25% |
| $1.0M - $1.5M | 1.00% |
| $1.5M - $2.0M | 0.85% |
| $2M+ | 0.65% |
Fees are negotiable based on advisory services requested and possible future account growth. Clients can aggregate accounts to reach a higher total account value and lower fee level.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
Wilmington, NC
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Regulatory History (1)
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Regulatory
July 2025Final
Employment History
Current Registrations
Ronald R Geiger LLC
January 2022 - Present · 4 yrs 4 mos
State Registrations2 states
NCVA
Advisor
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.
Exams
No exam information available for this advisor.