Geoffrey Sokol
Geoffrey Sokol is a registered investment advisor at Gt Investment Management, LLC, based in Hawthorne, CA, with 2 years of industry experience. Geoffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 35 clients with $5.5M 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 $1000K | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable. Total fees collected by GTIM and third-party managers will not exceed 2% of assets annually.
Fee Estimator
Location
Hawthorne, 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 Activities
Geoffrey coaches children in martial arts in Hawthorne, CA, dedicating minimal time to it. He is also a member of the city's Civil Service Commission, meeting twice a month.
Employment History
Current Registrations
Gt Investment Management, LLC
Gt Securities, INC.
Gt Securities, INC.Broker
Previous Registrations
Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLCBroker
State Registrations2 states
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