PG
CFP
PG
CFP

Peter Jacob Geier

1 Year of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningInsurance PlanningBusiness OwnersHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
856 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$930.0M

Fee Structure

Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.70%
$5.0M - $25.0M0.50%
$25M+0.25%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Minimum Annual Fee:$5,000
Loading...

Contact

PG
Peter Jacob Geier

Location

Ellicott City, MD

Get directions

History

Regulatory History
Clean regulatory record

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 →
Employment History
Current Registrations
Financial Consulate
July 2024 - Present · 1 yr 7 mos
State Registrations2 states
MDPA
Advisor
Exams
No exam information available for this advisor.
PG
Contact
Peter Jacob Geier